Office Overview
McKinley Carter’s headquarters is located in the historic Bennett Square building in downtown Wheeling. It is home to our operations, finance, HR, marketing and administration teams and the leadership and administration of our Investment Services Council (ISC).
Our Wheeling team is very involved in a wide range of local nonprofit initiatives and philanthropic causes, including the American Heart Association, Wheeling Area Economic Outlook Conference and the Wheeling Symphony Orchestra's "WSO on the Go" program.
Areas of Expertise
- Business Succession Planning
- Landowner Mineral Rights
- Generational Wealth Coaching
- Strategic development for nonprofit organizations
Our Wheeling, WV Team
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Teresa (Dolan) Michaels, CFP®
Regional Manager and Financial Strategist
Regional Manager
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Vickie Bauer
Executive Assistant to David H. McKinley
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Jessica M. Becker, SHRM-SCP®
Director of Human Resources
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Chelsea Clegg, CFP®
Financial Strategist
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Nicole Dray, CFP®
Associate Financial Strategist
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Dino A. Giovannone, CRPS®, CPFA®
Financial Strategist
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Janelle M. Grandstaff
Operations Coordinator
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Carla M. Hayes
Administrative Assistant
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Amy Lazarus Humphrey
Operations Supervisor
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Alyson J. Hurley
Marketing and Communication Manager
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Tracy Mason-Collins, SHRM-CP®
HR Administrator
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Kathleen A. McDermott
Business Development Manager and Director of Nonprofit Advisory Services
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David H. McKinley, CFP®
President
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Judy Moore
Receptionist
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Michael O'Brien, CPA
Associate Financial Strategist
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Tom Parker
Operations Coordinator
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Lori Payne
Chief Administrative Officer
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Julie Ryan
Senior Accountant
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Suzette M. Smith
HR Administrator
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Joe Spangler
Administrative Coordinator
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Leigh Trischler
Controller
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Kathy L. White, FPQP®, CRPC®
Retirement Plan Specialist
Ready to take the next step?
Phone: (304) 230-2400
Fax: (304) 230-2401
Suite 300
Wheeling, WV 26003