Putting
people first.
Get to know our leadership team
Leadership at the Clarksburg 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.
Aarin Wiltz
Director of Recruitment and Development
Connie Gorrell
Office Manager
Tammy Compton
Financial Representative Assistant
Mindy Bartlett
Executive Assistant
Cecelia Daugherty
Associate Financial Representative
Halie Bennett
Administrative Assistant