Will Carter is a Principal of McKinley Carter and serves as Director of Wealth Management. Prior to McKinley Carter, he had founded Kanawha Investment and Trust Company in 2002 - leveraging his professional, entrepreneurial, and civic accomplishments from the 1980s and 1990s when he worked
in the public policy sector, including work for WV Governor Gaston Caperton in the mid-1990s.
He has been a regular contributor of wealth management 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 and speaks often on a wide range of financial, business, philanthropic and leadership matters.
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 serves on the WV State Medical Foundation, the Investment Committee of the Kanawha Valley Foundation, the Mid Atlantic Arts Foundation, and Edgewood Summit retirement community. An upright bass and guitar player, Will tours with a contra dance band and was a leading force launching several music-related events, including the Appalachian String Band Music Festival, Charleston Jazz Series, Wine and All That Jazz and the Mountain Stage NewSong Contest. Raised in Charleston WV, he now lives in rural Putnam County with his wife and daughter and two foreign exchange students.
In his role as Financial Strategist for McKinley Carter, Larry Crimmins helps clients design and implement appropriate financial strategies based upon their unique situations, goals, and objectives. 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.
Retirement Plan Specialist
Rod Diaz serves as Retirement Plan Specialist for McKinley Carter. Prior to McKinley Carter, Rod served as an Investment Banking Analyst for Parker/Hunter and later as their Syndicate Manager. He worked on taking public several Pittsburgh companies including Carnegie Group, Matthews International, Industrial Scientific, Tollgrade, Lifecor, Piercing Pagoda, Aqua Penn, and Alpha Net Solutions.
More recently, Rod was a Financial Advisor and founding member of a Wealth Management team within Parker/Hunter. There he built a Corporate and Executive Service group to facilitate stock option exercise programs, employee stock purchase plans and retirement plans. In 14 years this group went from managing five retirement plans to sixty plans. His team ultimately managed $400 million in personal wealth and $100 million in retirement plans.
Rod holds a bachelor’s degree in Architecture from the University of Notre Dame and an MBA from Carnegie Mellon University. He has also successfully completed the Chartered Retirement Plans Specialist Designation Program.
Outside of work Rod enjoys traveling overseas. His most recent passion is aviation and he is now an instrument-rated pilot and enjoys flying small airplanes.
Brad serves as a Financial Strategist for McKinley Carter Wealth Services with nearly 10 years of experience in the investment industry.
Prior to joining McKinley Carter, Brad served as an Advisor for a large national brokerage firm where he worked with individuals, families, and non-profits to develop and implement customized financial plans. Brad also spent five years as an analyst on the trading floor at Freddie Mac where he gained extensive experience with mortgage backed securities. During his time at Freddie Mac, Brad earned the designation of Chartered Financial Analyst through the CFA Institute while passing all 3 levels on the first attempt.
Brad attended James Madison University and earned a bachelor’s degree in finance and economics. Since returning to Charleston, Brad has been actively involved in many social and professional organizations, including serving on the board of directors for the YMCA of
Kanawha Valley; participating in the Rotary Club of Charleston, Leadership Kanawha Valley, and Generation Charleston. He also assists in the fundraising efforts of the Capitol Market.
Brad and his wife, Robin, have a passion for helping others and working to improve the Charleston community. He is an avid golfer and enjoys social activities with his friends and family.
Associate Financial Strategist
Laura Gauger serves as Associate Financial Strategist for McKinley Carter Wealth Services.
Prior to joining McKinley Carter, Laura served as a client service officer for the Treasury Services department of a large financial institution. She has also worked for a Pittsburgh-based financial institution where she served as a financial sales consultant and was promoted into an assistant branch manager position.
Laura holds an undergraduate degree in economics from the University of Pittsburgh and recently earned an MBA from Point Park University. Laura grew up in the North Hills of Pittsburgh and currently resides in Ingomar, PA. In her leisure time, Laura likes to run, read, and spend time with friends and family.
Director of Advisory Services
Brian T. Gongaware is a Principal of McKinley Carter and serves as Director of Advisory Services. 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. Brian began his career as an investment officer with PNC Bank. During his tenure he 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 the 2013 Chair of the board of directors for the Financial Planning Association of Pittsburgh. Brian holds board membership in the Baptist Homes Society, Baptist Homes Foundation, Anchorpoint Counseling Ministry, and the North Hills Community Baptist Church. He has also received Pittsburgh Magazine's "Five Star Wealth Manager Award" for the last 4 consecutive years.
Director of Retirement Plan Services
Jay R. Hunt, serves as Director of Retirement Plan Services for McKinley Carter and has worked in the financial services industry since 1999. As the Director of Retirement Plan Services, Jay is responsible for working with Plan Sponsors in managing their employer sponsored retirement plans. He has extensive experience consulting on defined contribution, defined benefit, and nonqualified retirement plans.
Jay joined McKinley Carter following a successful tenure at one of the nation’s largest independent broker/dealers where he was part of a team focused exclusively on providing consulting services to defined contribution and defined benefit plans.
Jay is a graduate of California University of Pennsylvania where he received a Bachelor’s degree in Business with a specialization in Finance. He has also earned the designation of Accredited Investment Fiduciary™ through the Center of Fiduciary Studies at the University of Pittsburgh’s Katz Graduate School of Business.
Emma Jacqueline Lawson (Jackie) is a Financial Strategist with McKinley Carter and has more than thirty years of experience in the financial services industry.
Prior to joining McKinley Carter, Jackie served as a Vice President and Financial Advisor for one of the largest investment firms in the industry and has extensive experience assisting clients with estate and retirement planning.
Jackie attended West Virginia State University. Currently, she is a member of the ASPCA (The American Society for the Prevention of Cruelty to Animals), National Association of Professional Women, and the South Charleston Women's Club.
Regional Managing Director
Brian R. Lipton serves as Regional Managing Director for McKinley Carter Wealth Services and oversees our DC market. He came to McKinley Carter through the addition of YellowWood Financial Advisors in January 2014.
Prior to McKinley Carter, Brian was President of YellowWood Financial Advisors in Gaithersburg, MD. He started his career as a Certified Public Accountant, with Arthur Andersen and later joined a local firm in Rockville, Maryland. Brian served as a Partner at Bornstein Redler and Lipton PA for over 15 years, concentrating on taxes, planning, and business consulting services for a client base of business owners and professionals. During the early 90's also began providing financial advisory services, earned the designation of Certified Financial Planner (CFP®) and founded YellowWood Financial Advisors. Later, he merged into BDO Seidman (a national CPA firm), serving as a tax partner and continuing to oversee YellowWood. In 2004, he turned his full-time attention to YellowWood.
With a diverse professional service career, Brian is well-versed in being a client's financial advocate, putting the client first, and bringing resources together on his client's behalf to help them accumulate and protect their wealth.
Brian graduated from Indiana University with a Bachelors of Science Degree in Accounting. He has two adult children and enjoys ice hockey, skiing and outdoor activities. He is also a member of the AICPA.
Kayla M. McCormick serves as a Client Coordinator for McKinley Carter. In her role, Kayla works directly with Kathy White and David H. McKinley to help deliver superior service to our clients.
Kayla was born and raised in Wheeling, WV. She recently graduated from West Liberty University with a bachelor’s of science degree in business administration with a specialization in marketing. While obtaining her degree, Kayla worked in a variety of roles. During her last semester of college, she served as a marketing intern for a digital magazine where she prepared targeted analyses, provided customer service, and promoted the magazine through various social media outlets.
Through volunteer work with local children’s homes and events, Kayla and her family make a meaningful difference in the lives of young children and teens who anxiously await an opportunity to join loving and supportive families.
Director of Nonprofit Advisory Services
Kathleen A. McDermott, serves as Director of Nonprofit Advisory Services and has worked in the nonprofit management industry since 1994.
As the Director of Nonprofit Advisory Services, Kathleen is responsible for working with nonprofit clients in the areas of planning, fund development and governance. Having previously raised over $30 million in annual fund campaigns, capital campaigns, grant proposals and other fund raising activities, Kathleen has extensive experience managing nonprofits, implementing fund raising campaigns and working with nonprofit Board of Directors.
Kathleen joined McKinley Carter following a successful tenure as President of Oglebay Institute, one of Wheeling’s largest nonprofit organizations. She has also served as a consultant for many regional nonprofits including The Oglebay Foundation, Tamarack Foundation, WV Education Alliance, Wheeling Jesuit University, YMCA of Wheeling and more.
Kathleen has a Master in Arts Management from the Heinz College at Carnegie Mellon University and a Bachelor's degree in Fine Arts from Dickinson College. She received a Certified Fund Raising Professional designation from the Association of Fund Raising Professionals. She has also served on numerous boards and commissions. In 2012, Governor Earl Ray Tomblin appointed her as a Commissioner to the WV Women's Commission. She has been recognized in Ogden Newspaper's Face of the Future in 2007 and was also a member of The State Journal's Generation Next: WV's 40 under 40 in 2008.
David H. McKinley, CFP®
President and Managing Director
David H. McKinley is a Principal of McKinley Carter and serves as President and Managing Director of the firm. Before founding McKinley Carter, David held roles at a national investment firm and a regional bank trust department in which he led teams providing financial planning and portfolio management services to high net worth families, institutions and non-profit organizations.
David has a history of accomplishment in business and community activities. Over the years, he has been recognized by West Virginia Executive Magazine as a Young Gun in 2002, Ogden Newspaper’s Faces of the Future in 2005, and in 2006 was also a member of The State Journal’s inaugural class of Generation Next: WV’s 40 under 40.
David is a graduate of West Liberty University and the Certified Financial Planning Professional Program of the College for Financial Planning in Denver, Colorado. He has also completed advanced investment consulting training at The University of Pennsylvania’s Wharton School.
Since 2009, David has served as a trustee of the West Virginia Investment Management Board which oversees management of the state’s $14bil for pension, insurance, and endowment investment programs and has served on an advisory board to the Pittsburgh branch of the Cleveland Federal Reserve Bank.
He has chaired the investment committees of the Boy Scout Ohio River Council and the West Liberty University Foundation. He is also a member of the Financial Planning Association, Wheeling Area and West Virginia Chambers of Commerce, Wheeling Rotary Club and Leadership West Virginia.
He has served on the board of directors for Regional Economic Development Partnership, West Liberty University Foundation, Business Advisory Council at West Liberty University, Financial Planning Association of Pittsburgh and Wheeling-area community programs like Habitat for Humanity and the Soup Kitchen.
As McKinley Carter has grown to be among the largest and fastest growing independent wealth management advisory firms in the country, David is regularly contacted by industry experts and peers, interviewed by industry publications, and invited to speak at industry conferences for his perspectives on industry trends and best practices.
Deborah A. Moses, Financial Strategist for McKinley Carter, has extensive experience in the wealth management field, having worked 16 years as a Portfolio Manager for high net worth clients in Private Asset Management groups at leading financial services organizations.
In her previous roles at PNC Financial and Mellon Financial (now BNY Mellon) she worked closely with trust clients, high net worth investors, IRA clients, and estate executors to help them meet their financial goals and objectives. Deborah developed a deep understanding of small businesses and their challenges as the Executive Director of PowerLink, a regional nonprofit dedicated to advancing women-owned businesses. Deborah has also worked as a consultant for an internet-based investment software firm serving high net worth and institutional investors.
Deborah earned her B.A. in History from Penn State University and her M.S. in Public Policy Analysis from Carnegie Mellon University. She is the recipient of the CMU Alumni Service Award and the Federal SBA "Advocate for Women in Business" Award. Previously, she has served as an adjunct professor at CMU's Heinz College and as a columnist for Olszak management Nonprofit Newsletter. Additionally, she has served as an advisor on many non-profit boards in the Pittsburgh region such as PROGRESS (Program for Research & Outreach for Gender Equity in Society at Carnegie Mellon University), The Kitchen Cabinet of the Bayer Center for Nonprofit Management, and The Pittsburgh Foundation Arts Scholarship Committee.
David P. Nolan
David P. Nolan serves as a Financial Strategist for McKinley Carter and has worked in the investment industry since 1980. Prior to McKinley Carter David worked for BB&T Corp. and its predecessors serving as Senior Vice President and Portfolio Manager in the Asset Management (RIA) division.
Over his career, David has managed accounts for high-net-worth individuals, pension plans, profit sharing plans, corporations, trusts, and foundations totaling $150 million in addition to his duties as a public mutual fund manager.
He managed an equity common trust fund that transitioned into a public mutual fund (1993) for twenty-four years. In 2006, the fund, with David as the sole manager, was named a "Category King" by the Wall Street Journal due to its status as a "Lipper Leader."
David is a graduate of Wake Forest University with a B.S. in Business Administration. He serves as an elder and trustee for First Presbyterian Church of Charleston and serves as the chair of the Investment committee for the Presbytery of WV.
He has appeared on CNBC TV, Bloomberg TV, and Bloomberg Radio and was featured twice in The Wall Street Transcript. He has been quoted in other media outlets such as the Wall Street Journal, Dow Jones Online, and Smart Money Online.
Kara Rogers is a Financial Strategist for McKinley Carter Wealth Services.
Prior to joining McKinley Carter, Kara worked for the industry’s largest financial planning company writing comprehensive financial plans, working on trust and estate planning matters, as well as presenting financial seminars, and financial education.
Kara spent the first part of her career as a counselor and child therapist, working in community mental health agencies, the public education system, and for Washington County Children’s Services Board. She also worked as an adjunct faculty member at West Virginia University at Parkersburg in the Social Science Division teaching Psychology and Sociology.
Kara is a graduate of West Virginia University with a Bachelor of Arts in Psychology. She also attended Ohio University for master’s coursework in Child Development and Counseling. Currently she is enrolled in The College for Financial Planning to receive her certified financial planner designation.
Kara resides in Vienna, WV with her two daughters and their two Boston Terriers.
Manager of Advisory Service Standards
Teresa K. Shawver is Manager of Advisory Service Standards and also serves as Assistant to the Director of Advisory Services for McKinley Carter Wealth Services. She began her career in the financial services industry 20 years ago.
Teresa started her career in the trust administration and investments at Chase Bank (then Charleston National Bank), which ultimately led to her long-time career with Kanawha Investment & Trust Company as the Chief of Operations. When KI&T merged with McKinley Investment Group to form McKinley Carter, Teresa served as the Assistant Director of Operations until 2009, when decided to take a couple years off to spend time with her young daughter. In April 2011, Teresa rejoined the Firm and works directly with the Director of Advisory Services to design, coordinate and implement standard practices among the Advisory Team. In addition, Teresa leads a team of Client Coordinators, who are an integral part of advisory service.
Teresa attended American Institute of Banking, Ohio Trust School, Cannon Financial Institute, and WV State College. Most recently, she completed the College for Financial Planning’s Registered ParaplannerSM professional designation program.
Teresa recently became a Read Aloud West Virginia volunteer reader and looks forward to making a difference in the lives of young children by demonstrating the love of reading that she and her daughter share.
John T. Slicer, RP®
John Slicer is a Client Coordinator for McKinley Carter and also serves as an Education Specialist.
Prior to McKinley Carter, John served as a financial advisor with one of the largest investment firms in the industry. Previously, John has worked independently as a corporate speaker and entertainer.
John is a graduate of West Virginia State College with a bachelor's degree in business administration. Outside of work, he is a supporter of Project Magic, a program designed to give the gift of magic to people with various physical, psycho-social, and developmental disabilities. By learning to perform magic tricks, disabled individuals achieve new levels of confidence and self-esteem, aiding their rehabilitation progress.
Director of Investments
With nearly 30 years of investment experience, Fred H. Tipper serves as Director of Investments for McKinley Carter. In this role, he oversees the formulation of investment strategies and the selection of investments for our individual and institutional clients.
Prior to McKinley Carter, Fred was a Senior Vice President and Chief Investment Officer at a large regional bank where he was responsible for overseeing assets in excess of $6 billion.
Over his career, he has managed portfolios for a variety of clients including Taft-Hartley, Personal Trust & Agency, ERISA, endowments, foundations, corporations, individuals and public entities.
Fred is a graduate of West Virginia Wesleyan with a Bachelor’s Degree in Economics. He has served on the advisory board of Federated Investors, the Board of Governors for the Parkersburg Country Club and is a Trustee of Nemesis Shrine in Parkersburg.
Dave Walker is a Financial Strategist for McKinley Carter. He came to McKinley Carter through the addition of YellowWood Financial Advisors in January 2014.
As Director of Operations for YellowWood, Dave was responsible for all aspects of investment implementation and planning. He was integral in implementing state of the art industry software (which is also used by McKinley Carter) and as a result has been called upon as a panelist at industry conferences. Prior to joining YellowWood, Dave received invaluable experience working for a mutual fund firm.
Dave received his Bachelors of Science in Accounting from the University of Maryland. He is also an Accredited Investment Fiduciary (AIF).
Dave is married with two children and has been a lifelong resident of Montgomery County, Maryland. He enjoys spending time with his family and friends, coaching, traveling, and attending sporting events.
Kathy L. White
Client Coordinator, RP®, CRPC®
Kathy L. White is a Client Coordinator for McKinley Carter Wealth Services. She has worked in the financial services industry since 1982 and has completed the College for Financial Planning's Registered ParaplannerSM professional designation program. In addition, Kathy has successfully completed the Chartered Retirement Planning Counselor program
Prior to McKinley Carter, Kathy was a mortgage coordinator for J. Michael Mortgage Consulting. Currently, she serves on the Northern Panhandle Home Consortium Board.
Jay Williams serves as an Associate Financial Strategist for McKinley Carter. In his role, Jay works with the Charleston Advisory team to help deliver superior service to our clients.
Jay was born and raised in Charleston, WV. After graduating from West Virginia Wesleyan College with a bachelor’s degree in business management, Jay spent several years serving in various roles in the insurance industry. While working for one of the nation’s largest companies, he focused on delivering exceptional customer service while coming to understand the breadth of people’s financial needs.
Outside the office, Jay and his wife Breana lead Young Life at George Washington High School, and also enjoy snowboarding & traveling.
Jan serves as a Financial Strategist for McKinley Carter Wealth Services. He joined the financial services industry in 2006 and has enjoyed a successful career, gaining expertise in multiple areas, including Insurance, Banking, and Investment Management.
Jan has held positions as a Financial Advisor at some of the largest regional and national banks. Over his career he has created and managed financial and estate plans for mass-affluent and high-net-worth individuals. Most recently, he owned and operated Source & Summit Wealth Management in Wheeling, WV.
Jan is a Certified Financial PlannerTM through the Certified Financial Planner Board of Standards. He has also earned the ChFC®, Chartered Financial Consultant designation through the American College of Financial Services.
Jan is currently a 2014 Level I CFA candidate for the Chartered Financial Analyst designation, a globally recognized, graduate-level investment credential. He is a member of the Financial Planning Association and the Investment Management Consultants Association.
He is an Alumnus of Franciscan University and resides with his wife Molly, and their three children in Steubenville, OH.