

Focus Areas
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
Focus Areas
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
Financial Advisor Certifications
CRPS™
Chartered Retirement Plans Specialist™
Team Members
Mary HeraldBranch Office Administrator
Karen ProwseBranch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:30PM |
| Tue | 08:00AM - 04:30PM |
| Wed | 08:00AM - 04:30PM |
| Thu | 08:00AM - 04:30PM |
| Fri | 08:00AM - 04:30PM |
| Sat | By Appointment Only |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(304) 291-6000Fax
(888) 264-5797Office Address
1 Wharf StMorgantown, WV 26501opens in a new window
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