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Operations and Administration



Camille D. Basinger   Robyn E. Espejo   Lisa A. Krueger
Burnetta P. Mayhew    Suzette M. Smith     


Camille D. Basinger
Operations Administrator

Camille D. Basinger, operations administrator for McKinley Carter, has worked in the financial services industry since 1979.

Camille's primary responsibility is to assist clients in the implementation and ongoing monitoring of their investment and financial plans. She works with a team of advisors to assess each client's needs and to develop their personalized strategy.

Prior to McKinley Carter, Camille was the Assistant Branch Manager at a regional investment brokerage firm.

She previously served as Second and Third Vice President of Wheeling Lions Club and currently serves on the Sight Committee.



Robyn E. Espejo
Marketing and Communications Coordinator

Robyn E. Espejo, marketing and communications coordinator, is responsible for supporting the wealth management efforts of the firm through functional marketing and corporate communications while implementing/coordinating firm wide marketing initiatives and projects.

Robyn holds a Master's Degree in Integrated Marketing Communications from West Virginia University and a Bachelor's Degree in Business Administration from Tiffin University.

 

Prior to McKinley Carter, Robyn worked as a registered representative for a large financial holding company.


 

Lisa A. Krueger

Receptionist/Administrative Assistant

 

Lisa A. Krueger, serves as receptionist/administrative assistant for McKinley Carter Wealth Services.  In this role, Lisa is not only responsible for handling all incoming calls for the firm but is also responsible for assisting in firm wide projects and activities.

 

Lisa is a graduate of Wheeling Jesuit University with a Bachelor’s degree in Organizational Leadership and Development.

 

Prior to McKinley Carter, Lisa worked as an administrative assistant in the information technology and mortgage banking industries.

 


 

Burnetta P. Mayhew
Operations Administrator

Burnetta P. Mayhew, operations administrator, has worked in the financial industry since 1992. Before joining McKinley Carter, Burnetta worked for a large asset management firm in Pittsburgh, Pennsylvania. She then continued her career as the Office Manager and Account Administrator for a small investment advisory and planning firm in the Pittsburgh area.

Burnetta's primary responsibility is assisting clients and advisors in the implementation and monitoring of clients' investment and financial plans. She also assists with the monitoring of trades and compliance.

Burnetta obtained an Associate's Degree in Business from Westmoreland County Community College. She and her husband, James, enjoy being with their grandchildren, gardening, and traveling around the country.



Suzette M. Smith
Corporate Operations Administrator


Suzette M. Smith is a client coordinator for McKinley Carter and currently serves as the executive assistant to the president. She also assists the director of finance and the director of operations with various projects and activities.

Prior to McKinley Carter, Suzette managed the Wheeling branch office of a national investment services firm. She has also served as a local non-profit organization's program coordinator and public relations representative.

Suzette attended California University of Pennsylvania and has also completed the College of Financial Planning's Registered ParaplannerSM (RPSM) professional designation program.


 

 

 

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