An associate financial strategist in the Wheeling office, Chelsea works directly with our wealth management clients and serves an integral role in onboarding and maintaining relationships. She also helps lead our Regional Service Coordination Council, a committee focused on maintaining advisory service standards and implementation of best practices across our regions. Lastly, she coordinates for McKinley Carter’s Investment Services Council, assisting our leadership team in the communication, design and execution of our comprehensive investment programs.

Licensing and Education

• CERTIFIED FINANCIAL PLANNER™ Professional
• FINRA Series 65
• Bachelor of Science in Business Administration Youngstown State University

Accomplishments and Honors

After earning her CERTIFIED FINANCIAL PLANNER™ designation, Chelsea was once invited to lead a live chat for the CFP® Board Candidate Forum, offering advice to prospects and tips on how women can successfully navigate the financial industry. Chelsea graduated cum laude from Youngstown State University.

Community Involvement

Chelsea and her husband Sam welcomed a daughter in June 2020 and a son in January 2023. Living on an expansive farm once owned by their family, the Clegg Family spend most days outside enjoying walks and rides across the fields as well as visits to their pond to feed the fish and turtles. Chelsea and Sam also enjoy attending sporting events like NASCAR, football, baseball, and hockey games. In the summer and fall, you can usually spot the couple cruising in Sam’s 1987 Chevrolet Monte Carlo on their way to local festivals and car shows.