Putting
people first.
Get to know our leadership team
Leadership at the Bridgeport office is dedicated to doing good for our clients, employees and community.
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.
Melanie Chancey
Director of Operations
Mindy Bartlett
Executive Assistant
Connie Gorrell
Associate Financial Representative
Aarin Wiltz
Associate Financial Representative
Cecelia Daugherty
Associate Financial Representative
Sarah Cava
Sales Execution Team