Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving
  • Entrepreneurs & Business Owners

Contact Me

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Office Information


Office Hours
Monday By Appointment Only
Tuesday By Appointment Only
Wednesday By Appointment Only
Thursday By Appointment Only
Friday By Appointment Only
Saturday Closed
Sunday Closed

Additional Hours

  • Web Conferencing


(888) 440-5295

Branch Team

  • Kimberly Shay
    Registered Branch Associate
  • Shelly Fluharty
    Sr. Branch Office Administrator
  • Carolyn Haught
    Sr. Branch Office Administrator
  • Rochelle Vilar
    Sr. Branch Office Administrator

Office Address

419 Fairmont Avenue Suite 2
Fairmont, WV 26554
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