McKinley Carter is an SEC-registered independent wealth management firm that helps our clients take great care of their money. We realize that money is not the most important thing in life, but we believe that effectively managing your total financial situation will help you take better care of the things that are important to you. Our focus on total financial oversight allows us to help our clients better understand the interrelationships between all of their assets, including their careers.McKinley Carter's five offices in three states serve individuals, families, businesses, endowments, and non-profits in 24 states and 4 countries. The company has built a team of professional and operation staff with a broad array of advanced financial experience and credentials in investments, insurance, estate planning, law, accounting/finance, real estate, business/career planning, retirement planning, and banking services..I currently serve as chair of the McKinley Carter Wealth Services Investment Committee.

At BB&T, I managed accounts for high-net-worth individuals, pension plans, profit sharing plans, corporations, trusts, and foundations totaling $150 million in addition to my duties managing several equity mutual funds totaling $250 million.