Focus Areas

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

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
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

Fax

(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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