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Announcing our new Southwestern Ohio Division!

Three people in an office talking around a computer.

Our Team

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.

Leaders

Photo of David H. McKinley, CFP®

David H. McKinley, CFP®

President and Chief Investment Officer
Photo of Brian T. Gongaware, CFP®

Brian T. Gongaware, CFP®

Director of Advisory Services and Chief Compliance Officer
Photo of Lori Payne

Lori Payne

Chief Administrative Officer
Photo of Tyrone C. Phillippi, CFP®, CeFT®

Tyrone C. Phillippi, CFP®, CeFT®

Regional Managing Director and Financial Strategist
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Photo of Jessica M. Becker

Jessica M. Becker

Executive Assistant to David H. McKinley
Photo of Heidi E. Benner

Heidi E. Benner

Executive Assistant
Photo of Carissa Benton

Carissa Benton

Administrative Coordinator
Photo of Coleton Lawrence Berletch

Coleton Lawrence Berletch

Data Analyst
Photo of John J. Binz, JD

John J. Binz, JD

Financial Strategist
Photo of Julie Brown, CFP®

Julie Brown, CFP®

Financial Strategist
Photo of Chris Buck, CFP®, CeFT®

Chris Buck, CFP®, CeFT®

Regional Manager and Financial Strategist
Photo of Will Carter, JD

Will Carter, JD

Senior Advisor
Photo of Chelsea Clegg, CFP®

Chelsea Clegg, CFP®

Associate Financial Strategist
Photo of Larry Crimmins Jr., CPA/PFS (Retired)

Larry Crimmins Jr., CPA/PFS (Retired)

Financial Strategist
Photo of Erica L. Crouse

Erica L. Crouse

Technology Coordinator
Photo of Cynthia Eastman

Cynthia Eastman

Operations Administrator
Photo of Brad Foster, CFA®

Brad Foster, CFA®

Financial Strategist
Photo of Nicole Gabriel, CFP®

Nicole Gabriel, CFP®

Financial Strategist
Photo of Monica M. Garver, CPA, CFP®, AIFA®, CDFA™

Monica M. Garver, CPA, CFP®, AIFA®, CDFA™

Financial Strategist
Photo of Dino A. Giovannone, CRPS®

Dino A. Giovannone, CRPS®

Financial Strategist
Photo of Brian T. Gongaware, CFP®

Brian T. Gongaware, CFP®

Director of Advisory Services and Chief Compliance Officer
Photo of Janelle M. Grandstaff

Janelle M. Grandstaff

Operations Administrator
Photo of Carla M. Hayes

Carla M. Hayes

Administrative Assistant
Photo of Amy Lazarus Humphrey

Amy Lazarus Humphrey

Operations Administrator
Photo of Alyson J. Hurley

Alyson J. Hurley

Marketing and Communication Manager
Photo of Dan Hypes, CFP®, CeFT®

Dan Hypes, CFP®, CeFT®

Senior Advisor
Photo of Bette Irelan

Bette Irelan

Administrative Coordinator
Photo of Joshua M. Johnson, CFP®

Joshua M. Johnson, CFP®

Financial Strategist
Photo of Brian Lipton, CFP®, CPA, PFS, AIF®

Brian Lipton, CFP®, CPA, PFS, AIF®

Regional Director
Photo of Tracy Mason-Collins

Tracy Mason-Collins

HR and Accounting Administrator
Photo of Kathleen A. McDermott

Kathleen A. McDermott

Business Development Manager and Director of Nonprofit Advisory Services
Photo of David H. McKinley, CFP®

David H. McKinley, CFP®

President and Chief Investment Officer
Photo of Teresa (Dolan) Michaels, CFP®

Teresa (Dolan) Michaels, CFP®

Financial Strategist and Regional Manager
Photo of Danette J. Millhouse, FPQP™

Danette J. Millhouse, FPQP™

Administrative Coordinator
Photo of Patricia "Patty" Morris

Patricia "Patty" Morris

Part-time Receptionist
Photo of Katrina R. Mosman

Katrina R. Mosman

Part-time Receptionist
Photo of Frank R. Neiderhiser, CFP®

Frank R. Neiderhiser, CFP®

Financial Strategist
Photo of David P. Nolan

David P. Nolan

Senior Investment Strategist
Photo of Tom Parker

Tom Parker

Operations Administrator
Photo of Lori Payne

Lori Payne

Chief Administrative Officer
Photo of Tyrone C. Phillippi, CFP®, CeFT®

Tyrone C. Phillippi, CFP®, CeFT®

Regional Managing Director and Financial Strategist
Photo of Teresa K. Shawver, FPQP™

Teresa K. Shawver, FPQP™

Manager of Advisory Service Standards
Photo of John Slicer, FPQP™, CRPS®, AIF®

John Slicer, FPQP™, CRPS®, AIF®

Financial Strategist
Photo of Suzette M. Smith

Suzette M. Smith

Payroll, Benefits and Accounting Coordinator
Photo of Kameron T. Smith, CFP®

Kameron T. Smith, CFP®

Financial Strategist
Photo of Nick Stebner, CFP®, CPWA®

Nick Stebner, CFP®, CPWA®

Financial Strategist
Photo of Drew Tardy, CLU®, ChFC®

Drew Tardy, CLU®, ChFC®

Financial Strategist and Regional Manager
Photo of Chelsea Taylor

Chelsea Taylor

Administrative Coordinator/Receptionist
Photo of Leigh Trischler

Leigh Trischler

Controller
Photo of James (Dave) Walker, CFP®, AIF®

James (Dave) Walker, CFP®, AIF®

Financial Strategist
Photo of Kathy L. White, FPQP™, CRPC®

Kathy L. White, FPQP™, CRPC®

Associate Financial Strategist
Photo of David P. Wilcox, II

David P. Wilcox, II

Client Coordinator
Photo of Jay Williams, CIMA®, AIF®

Jay Williams, CIMA®, AIF®

Financial Strategist
Photo of Marta Woodman

Marta Woodman

Administrative Coordinator
A women smiling in an office, meeting with a client.

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.

Reach out for a consultation.

Let's Connect and Thrive

Call us directly at (866) 306-2400 or send us a message.

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