Joel A. Estes, Cfp®, Aif®, Cpfa™, Nqpc™ Email & Phone Number

I am a Financial Strategist at McKinley Carter Wealth Services, Inc. I hold a BA in Accounting from Cedarville University in 2003 and achieved my Certified Financial Planner (CFP®) designation in 2008. I have since deepened my knowledge by attaining the Accredited Investment Fiduciary (AIF®), Certified Plan Fiduciary Advisor (CPFA™) and NonQualified Plan Consultant (NQPC™) designations. With 20 years of professional experience in financial planning, investment management, and retirement plan services, I bring a vast degree of experience, education and expertise to each unique client situation.I reside in Beavercreek, OH, a suburb of Dayton, with my wife, Leah, and our 4 children. Our family is very active in our community with involvement in our church, musical groups, and sports teams. Leah performs harp and piano and runs a studio teaching both. I enjoy leading music, writing/arranging music, and playing trumpet, piano, pennywhistle, and various percussion instruments. Leah and I also share an interior and exterior design hobby together.McKinley Carter Wealth Services is headquartered in Wheeling, W.Va., with five additional offices in Dayton (OH), Pittsburgh (PA), Gaithersburg (MD), and Charleston and Parkersburg (WV). McKinley Carter is an SEC-registered independent wealth management firm that provides Wealth Management and Trust Services for individuals and families committed to growing and protecting their wealth across multiple generations; Retirement Plan Services for businesses focused on the long-term financial success of their owners and employees; and Nonprofit Advisory Services for nonprofit organizations seeking long-term financial security and sustainability. McKinley Carter is the first West Virginia investment firm to earn the Fiduciary Excellence Certification from CEFEX®, the Centre for Fiduciary Excellence, LLC. Most recently, the firm was recognized as one of the nation’s “Best Places to Work for Financial Advisers” by InvestmentNews.