Putting
people first.
Get to know our leadership team
Leadership at the West Virginia office is dedicated to doing good for our clients, employees and community.
Wesley Richardson
Managing Partner
I am a lifetime resident of Waterford, Ohio, and I specialize in comprehensive financial planning for pre-retirees and business owners in the Mid-Ohio Valley. I work with clients to help them create a plan and monitor that plan to ensure that they can enjoy the financial success they have worked so hard to ...
I am a lifetime resident of Waterford, Ohio, and I specialize in comprehensive financial planning for pre-retirees and business owners in the Mid-Ohio Valley. I work with clients to help them create a plan and monitor that plan to ensure that they can enjoy the financial success they have worked so hard to accomplish.
Born and raised in the scenic state of West Virginia, I enjoy time well-spent with my family. I believe everyone has a vision. My mission is to help them achieve clarity around it, and build an actionable plan to achieve it. The best part of my job is working closely with individuals, families and business owners...
Born and raised in the scenic state of West Virginia, I enjoy time well-spent with my family. I believe everyone has a vision. My mission is to help them achieve clarity around it, and build an actionable plan to achieve it. The best part of my job is working closely with individuals, families and business owners to develop plans that provide a clear path toward their goals.
Emily Hagan
Chief Operating Officer
Taylor Marsh
Director of Talent Acquisition
Lydia Waybright
Director of Talent Acquisition