Jeffrey Stenhouse, FPQP™, CPFA®, APMA™
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.
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.
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.