Office Overview
McKinley Carter’s Charleston office is located in the former Summit Conference Center. The management of our client fulfillment efforts is facilitated out of this office.
Our Charleston team is devoted to a variety of local nonprofit initiatives and philanthropic causes, including FestivALL, Young Life and Project Magic.
Areas of Expertise
- Emerging Wealth
- Trusts, Estates, & Legacy
- Social Security and Medicare Planning
- Insurance Planning
- Landowner Rights
- Collectibles
- Business Succession Planning
Our Charleston, WV Team
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Drew Tardy, CLU®, ChFC®
Regional Manager and Financial Strategist
Regional Manager
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Will Carter, JD
Senior Advisor
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Larry Crimmins Jr., CPA/PFS (Retired)
Financial Strategist
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Erica L. Crouse
Technology Coordinator
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Matt Epling
Client Coordinator
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Kathleen A. McDermott
Business Development Manager and Director of Nonprofit Advisory Services
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David P. Nolan
Chief Investment Officer
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Teresa K. Shawver, FPQP®, CPFA®
Manager of Advisory Service Standards
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John Slicer, FPQP®, CRPS®, AIF®
Financial Strategist
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Jeffrey Stenhouse, FPQP®, APMA™
Client Coordinator
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Chelsea Weiss
Administrative Coordinator
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David P. Wilcox II, CPWA®
Financial Strategist
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Jay Williams, CFP®, CIMA®, AIF®
Financial Strategist
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Julie Wood, FPQP®
Administrative Coordinator/Receptionist
Ready to take the next step?
Phone: (304) 346-3700
Fax: (304) 346-0597
Suite 200
Charleston, WV 25301