McKinley Carter Wealth Services : Management Team

Management Team

David H. McKinley Will W. Carter Brian T. Gongaware

Brian S. Sommers Thomas S. Anthony Zachary T. Abraham A. Lawrence Crimmins, Jr.

David H. McKinley, CFP®
President and Managing Director

David H. McKinley, CFP®, is a principal of McKinley Carter Wealth Services and serves as president and managing director of the firm. Before founding McKinley Carter, he was the managing director of McKinley Investment Group where he provided financial planning and portfolio management services to high net worth families, institutions and non-profit organizations. Previously, he served as a vice president of investments at a national investment firm and an investment analyst with a regional bank and trust's investment department.

David was recognized by West Virginia Executive Magazine as a Young Gun in 2002, Ogden Newspaper's Faces of the Future in 2005, and was also a member of The State Journal's Generation Next in 2006.

David is a graduate of West Liberty State College and the Certified Financial Planning Professional Program of the College for Financial Planning in Denver, Colorado. He has completed advanced training and earned the designation of ACCREDITED INVESTMENT FIDUCIARY TM through the Center for Fiduciary Studies at the University of Pittsburgh's Katz Graduate School of Business. He has also completed advanced investment consulting training through the Investment Management Consultants Association at the University of Pennsylvania's Wharton School.

David is a trustee of the West Virginia Investment Management Board overseeing all of the state's investment programs and chairs the investment committees of the Boy Scout Ohio River Council and West Liberty University Foundations.

He is also a member of the Financial Planning Association, Estate Planning Council of the Upper Ohio Valley, Wheeling Area and West Virginia Chambers of Commerce, Wheeling Rotary club and Leadership West Virginia. He serves on the board of directors for Regional Economic Development Partnership, West Liberty State College Foundation, Business Advisory Council at West Liberty State College and the Financial Planning Association of Pittsburgh.

David is also a regular contributor of financial and investment-related columns for many local, regional, and statewide publications such as The State Journal, Wheeling News-Register and Intelligencer, Martins Ferry Times Leader in Ohio, and Dominion Post in Morgantown, as well as a guest speaker for various business programs throughout the state.

Will W. Carter, JD
Director of Wealth Management

Will Carter is a principal of McKinley Carter and serves as director of wealth management. Before founding McKinley Carter, Will was the President and CEO of Kanawha Investment and Trust where he applied a recognized history of professional and organizational performance. Prior to forming Kanawha Investment and Trust, Will served as an interest lawyer and policy advisor to WV Governor Gaston Caperton.

Will has a law degree from New York University and bachelors and masters degrees in History from Harvard University. He is a certified business professional and member of the Aji Network and a member of the WV State Medical Foundation, the Charleston Area Medical Center Foundation, the Greater Kanawha Valley Foundation, Edgewood Summit and the United Way.

He is a regular contributor of wealth management and trust-related columns for many local, regional, and statewide publications such as The State Journal, Wheeling News-Register and Intelligencer, Martins Ferry Times Leader, and The Dominion Post in Morgantown. He is often invited to speak on a wide range of financial, business, philanthropic and leadership matters.

Brian T. Gongaware, CFP®, CRPC
Regional Managing Director

Brian T. Gongaware is a principal of McKinley Carter and serves as Regional Managing Director. Prior to McKinley Carter, Brian was the President and Senior Relationship Manager of NetWorth Investment Advisors, Inc. where he was responsible for managing the firm, new business development, and served as a wealth advisor/client relationship manager.

Previously, Brian was a Vice President with Mellon Bank's Private Asset Management Group where he managed over $250 million of investable assets for high-net-worth individuals and families. He also helped create the Private Investment Counseling Group, a group designed to work with client engagements of $2 million and greater.

Brian has a bachelor's degree in Financial Planning from Grove City College and an M.B.A. in Finance and Management from Duquesne University. He has completed the Certified Financial Planner (CFP®) licensing requirements, is a Chartered Retirement Planning Counselor (CRPC), and is a member of the Financial Planning Association of Pittsburgh. Brian also holds board membership in the Baptist Homes Foundation, Anchorpoint Counseling Ministry, and the North Hills Community Baptist Church.

Brian S. Sommers, CFA
Chief Investment Officer

Drawing on over 20 years of investment experience, Brian leads McKinley Carter Wealth Services' investment team. In this role he oversees the formulation of investment strategies and the selection of investments for our individual and institutional clients.

Before McKinley Carter, Brian was the director of equities at a large institutional firm, where he was responsible for the research and portfolio management of institutional pension plans.

Brian has managed Large Cap Value and Large Cap Core equity portfolios for institutional equity clients for over 6 years. Previously, he was a Portfolio Manager for Parker/Hunter Asset Management where he managed the assets of high-net-worth clients and was responsible for investment decisions regarding both the equity and the fixed income portions of the portfolios. Brian also managed individuals' portfolios for Key Asset Management in Cleveland, OH.

Over his career, Brian has managed portfolios for a variety of clients including Taft-Hartley, endowments, foundations, corporations, individuals, and public entities. He has held positions in investment consulting and client service for both institutional and high net worth clients.

Brian has an MBA from the University of Pittsburgh's Katz Graduate School of Business, is a Chartered Financial Analyst and a member of the Pittsburgh Society of Financial Analysts and the CFA Institute.

Brian is also a regular contributor of financial and investment-related columns to many local, regional, and statewide publications such as The State Journal, Wheeling News-Register and Intelligencer, Martins Ferry Times Leader in Ohio, and the Dominion Post in Morgantown. He is often invited to speak about investment and economic topics by business groups, television and radio stations and has been featured in The Wall Street Transcript.

Thomas S. Anthony, CFP®
Director of Retirement Plan Services

Thomas S. Anthony serves as director of retirement plan services for McKinley Carter and has worked in the investment management industry since 1994. Prior to joining McKinley Carter, Tom was the Managing Member of Anthony Financial Management, LLC, a fee-only Registered Investment Advisor based in Wheeling, West Virginia.

Tom is a graduate of West Virginia University with a Bachelor of Science degree in Business Administration. He obtained the Certified Financial Planner™ certification in 1997.

Active in the community, Tom is a member of the board of directors of Main Street Bank Corp in Wheeling, West Virginia, and serves on both the Investment Committee and the Audit Committee. A graduate of Leadership Wheeling, he is a former board member and Treasurer of the Wheeling Amateur Hockey Association.

Tom has served as a board member of The Estate Planning Council of the Upper Ohio Valley, St. Michael's Parish School, and the King's Daughters Child Care Centers. He currently serves on the board of directors of VNA Properties, Incorporated.

Zachary T. Abraham
Director of Operations/HR

Zach Abraham is director of operations/HR and serves as the firm's chief compliance officer. He oversees many aspects of the daily operations of McKinley Carter, including client operations, business operations, human resource management, compliance, technology coordination, and facilities management.

Prior to McKinley Carter, Zach spent ten years working in organizational operations and human resource management for a large local hospital/healthcare system in northern West Virginia. During his tenure with the hospital/healthcare system, Zach organized and managed the Human Resource Department that serviced over 2,200 employees with multiple locations.

Zach graduated from West Virginia University with both his bachelor's and master's degrees in 1995 (BSLA) and 1996 (MSILR) respectively. He went on to earn his Professional in Human Resources (PHR) certification designation from the Society of Human Resource Management in 1996 and was selected as a Face of the Future in 2005 by Ogden Newspapers.

While attending WVU, Zach had a very successful football career with the Mountaineers as he progressed from a walk-on to a scholarship player and eventually was elected by his teammates as the 1994 team MVP.

Zach is very involved in his local community and the state of West Virginia and has served as a previous board member for The King's Daughters Child Care Center in Wheeling and The Westminster Foundation of West Virginia, Inc. He is a member of the Wheeling Rotary club, Society of Human Resource Management of the Upper Ohio Valley, and has served as a session member for Vance Memorial Presbyterian Church in Wheeling.

A. Lawrence Crimmins, Jr. CPA/PFS
Director of Finance and Senior Wealth Advisor

A. Lawrence Crimmins, Jr. CPA/PFS is a senior wealth manager for McKinley Carter and serves as the firm's director of finance.

Larry's skill at working on complicated and time sensitive tasks for clients and the firm was enhanced by years of service including positions as an executive vice president, chief financial officer, controller, accountant, and treasurer. He also served over 24 years in various non-business roles, including Air Command Pilot and Director of Plans for the highly decorated 130th Air Wing of the West Virginia Air National Guard.

Larry is a graduate of the University of Charleston with a B.S. in accounting. He currently holds board leadership responsibilities in various community organizations including Charleston Civic Center, Edgewood Summit, and the Arthur B. Hodges Center. Larry is also a member of the American Institute of Certified Public Accountants, the West Virginia Society of CPAs, the Charleston Chapter of CPAs, Charleston Rotary, American Legion, and Veterans of Foreign Wars.

Management Team Wealth Management Operations and Administration