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 Advisory Team 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.

Our team's financial services credentials include:

Certified Financial Planner
Registered Paraplanner
Chartered Retirement Planning Counselor
Chartered Retirement Planning Specialist
Accredited Investment Fiduciary
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