Our Team

McKinley Carter's staff not only has the financial expertise to provide specialized services directly to you, but can also coordinate the actions of the other people involved in taking great care of your total financial situation. Learn more about the knowledge, skills, and experience of our team:

Management Team          Wealth Management          Operations and Administration  

Our clients require educated, experienced, and highly credentialed staff to handle their financial needs, so our team includes people with some of the most respected designations and credentials in the industry with experience in all major financial services sectors.

Continue reading here to learn more about the financial services industry's use of titles and designations.

Our team's financial services credentials include:

  • Certified Financial Planner
  • Chartered Financial Analyst
  • Chartered Retirement Planning Counselor
  • Certified Mortgage Planning Specialist
  • Certified Public Accountant
  • Juris Doctor

Our team's financial sector experience includes:

  • Banking
  • Business leadership
  • Finance and accounting
  • Financial planning and education
  • Insurance
  • Investment management
  • Law
  • Mortgage banking
  • Retirement plan design and administration
  • Tax
  • Trust administration

For more specific details about our firm, please choose from the menu below:

Recognition & Accomplishments

Our Team

Our Story

Community Commitment