Our team includes expert professionals with an average of 20 years of portfolio management experience each and experience overseeing management of billions of dollars. Complementing our investment strategists, we have an even deeper team of financial strategists with over 500 years of collective experience.
Monica M. Garver, CPA, CFP®, AIFA®, CDFA®
Director of Retirement Plan Services and Financial Strategist
Expect to Leave Invigorated.
Every conversation with McKinley Carter is an energizing experience, an opportunity to take your financial instincts and confidence to the next level—starting with the very first one.