Operations and Administration

Camille D. Basinger     Robyn E. Espejo     Deborah E. Hayes    
Linda H. Leshock     Burnetta P. Mayhew     Lisa D. Mitchell    Nichole J. Olive
Jeremy T. Roseberry     Suzette M. Smith     Seth P. White

Camille D. Basinger
Client Coordinator

Camille D. Basinger, client coordinator for McKinley Carter, has worked in the financial services industry since 1979. She obtained the College for Financial Planning's Registered ParaplannerSM professional designation in 2006.

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

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



Deborah E. Hayes
Operations/Administrative Coordinator

Deborah E. Hayes is an operations and administrative coordinator for McKinley Carter. Prior to joining McKinley Carter, Deborah was employed with A.G. Edwards (prior to their merger with Wachovia) working directly with a team of advisors and their clients to provide day to day client account administration.

Previously, Deborah worked at a life insurance company as a new business and policyholder service coordinator and as an Insurance Administrator.

For the past 8 years, Deborah has served as President of a retirees group in the Kanawha Valley where she actively participates in events directly related to improving the quality of life for retirees. In her spare time, she enjoys traveling, reading and crocheting.



Linda H. Leshock
Client Coordinator

Linda H. Leshock, client coordinator for McKinley Carter, has been in the financial services industry since 1987. Previously, she was a sales assistant for Kidder, Peabody & Company where she obtained multiple securities licenses (Series 7, Series 63, Series 65 and Investment & Annuities License) and worked with retail and institutional clients, individual and corporate retirement plans, and managed accounts.

Linda retained her position through the corporate takeover when Kidder, Peabody became PaineWebber (now UBS) in 1995. Linda was a Senior Registered Sales Assistant when she left PaineWebber in 1999 to be a full-time mother.

After making the decision to reenter the workforce, Linda joined McKinley Carter in December 2009 and is currently studying to re-obtain her Investment Advisor's license (Series 65). She also plans to become a Registered ParaplannerSM.  



Burnetta P. Mayhew
Account Administrator

Burnetta P. Mayhew, account 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.


Lisa D. Mitchell
Development Coordinator

Lisa D. Mitchell is a development coordinator for McKinley Carter Wealth Services. She brings her experience in a family-owned construction business, as well as nearly two decades as a financial analyst, commercial loan officer, and manager in area banks, to the firm.

Lisa graduated from West Virginia State College with a bachelor's degree in Business Administration. She also earned an Executive MBA through West Virginia University.

Lisa served on the Board of Directors for the Putnam County Chamber of Commerce from 2004-2009 and has volunteered in animal rescue for the past 15 years. Currently she volunteers with Little Victories Animal Rescue, a local no-kill animal shelter, running their Rescue Waggin' program.



Nichole J. Olive
Client Coordinator

Nichole J. Olive, client coordinator for McKinley Carter, has worked in the financial services industry since 1998.

Nichole's primary responsibilities involve working with clients implementing, monitoring, and maintaining their accounts to achieve their financial and investment goals.

In 2006 Nichole completed the Trust Fundamentals Course through Cannon Financial.



Jeremy T. Roseberry
Project Manager

Jeremy T. Roseberry is a project manager with McKinley Carter. He is responsible for leading the firm's Merger and Acquisition activity as well as working closely with management to plan, implement, and execute short- and long-term strategic management and growth initiatives.
 
Jeremy holds a Bachelor's degree in Business Administration from West Virginia University and an MBA from Florida Atlantic University.
 
Prior to joining McKinley Carter, Jeremy was responsible for a 14-employee derivatives team at a major US bank. He is also a former United States Marine.



Suzette M. Smith
Client Coordinator

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.



Seth P. White
Portfolio Administrator

Seth P. White, portfolio administrator with McKinley Carter, joined the firm in 2005 after graduating from West Liberty University with a degree in Banking, Finance, and Economics.

As portfolio administrator, Seth supports McKinley Carter's portfolio managers. His duties include investment research, portfolio analytics, portfolio accounting, and trading functions.

Seth is a member of the Moundsville Lions Club and the Moundsville Baptist Church and resides in Wheeling, WV.

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