Jeffrey Stenhouse FPQP™, CPFA®, APMA™

Jeffrey Stenhouse, FPQP™, CPFA®, APMA™

Client Coordinator

Jeffrey Stenhouse serves as client coordinator within the Charleston office. In addition to client advisory services, Jeffrey provides operational support to the Charleston Advisory Team. He is also the coordinator for McKinley Carter's Illiquid Assets Specialized Practice Group and serves as manager of the firm's Investment Services Council (ISC) as well as chairs the ISC Communications Committee.

Licensing and Education

Bachelor of Arts in Education University of Charleston
Series 65
FINRA Security Industry Essentials® (SIE)
Financial Paraplanner Qualified Professional (FPQP™)
Certified Plan Fiduciary Advisor (CPFA®)
Accredited Portfolio Management Advisor (APMA™)

Accomplishments and Honors

Prior to joining McKinley Carter, Jeffrey was a Geometry teacher and more recently worked in the insurance industry. In 2022, he earned the Certified Plan Fiduciary Advisor (CPFA®) designation demonstrating his knowledge, expertise, and commitment to working with retirement plans as a plan fiduciary.

Community Involvement

Jeffrey grew up in the rural Australian town of Rockhampton (the “Beef” capital of Australia). He moved to Charleston, West Virginia to play on UC’s Men’s Soccer team. In his senior year, the program won the university’s first National Championship. Jeffrey is married to Sheree, and they are the proud parents of an Aussie cattle dog named Sadie, as well as two cats named Sydney and Middy. In their free time, Jeffrey and Sheree love exploring the Mountain State, finding unique places to eat and drink coffee. Jeffrey also enjoys his volunteer work with YoungLife and is passionate about Olympic weightlifting.

Selected Resources

360 Payroll and Retirement

Jeffrey’s Articles

Retirement Plans

Thanks for the Memories: Gratitude and Financial Wellness

How do you help your employees resist the “urge to splurge” and prioritize saving for retirement instead? It certainly seems like a tall order, given that it runs counter to tenets of fundamental human psychology. But what if the answer could be as simple as a little well-timed gratitude? Find out more.

I Stock 1226418360 businessowner JGS Craft

Wealth Management

Did You Know Less Than 2% of Businesses Value Themselves Annually?

If you're a business owner or entrepreneur, your business is your greatest asset. Not only do you invest your time and talent into growing your business, it takes significant capital too. But did you know less than 2% of businesses actually take the time to value themselves annually? Whether it’s simply due to a lack of time or expertise, today's business owners don't do a deep-dive analysis into their businesses every year, which results in a significant number of them being undercapitalized. Learn what you can do to keep your business operating at its full potential.

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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.