About Us

My story: 

I am proud to say I was raised in Wheeling, W.Va., and have been honored to live a life of public service in addition to my career in the financial services industry. In 1996, at just 26 years old, I was the youngest person ever elected to serve in the West Virginia State Senate. After 12 years representing West Virginia’s Northern Panhandle community at our State Capitol, I turned my attention to my hometown and was elected to serve two terms as mayor of Wheeling.

I hold the Series 7, 63 and 65 registrations as well as a Life, Accident and Health Insurance License, the CRPS™ and AAMS™ designation from the College of Financial Planning. I earned an MBA from West Virginia University and a bachelor’s degree from West Liberty State College (now University). From 2014 to 2024, I have been recognized in the Wells Fargo Advisors Financial Network Platinum Council.  The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices, and team structure may also be used to determine recipients. I have been named as one of Forbes Best-In-State Wealth Advisors* in West Virginia 2018-2021, and in Florida in 2022.

My wife Carrie and I are the proud parents of three sons, Austin, Levi, and Quinn. I am a member of the Wheeling Lions Club, a board member of the Wheeling Area Chamber of Commerce and the Regional Economic Development Partnership.

What do I do on the weekend? I enjoy time at home working in the yard and traveling with Carrie to experience new places. If it’s with family or a group of friends, we get together and travel to experience new cultures from all over the world.



CA Insurance license number:  0E72799   Resident State:  FL

2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

After growing up following my father’s career in the financial services industry, I followed suit and joined McKenzie Riedel Wealth Management after completing my education with a bachelor’s degree in finance from Duquesne University and an MBA from Wheeling Jesuit University. I hold the Series 7 and 66 registrations as well as a Life, Accident and Health Insurance License. I am confident in my ability to help clients in a wide variety of areas including personal wealth management, asset preservation, education, and estate planning.

My wife Andreah – my high school sweetheart from The Linsly School -- and I live in Wheeling with our son Christian and dog Ollie, a St. Bernard-border collie-Labrador mix whom we rescued from the Marshall County Animal Shelter. We are members of Our Lady of Lebanon Church.

What do I do on the weekend? I am an avid golfer who enjoys all the courses around the Ohio Valley. When I’m not golfing, you’ll find me enjoying time at home with Andreah, Christian, and Ollie or cheering on the Pittsburgh Penguins.

CA Insurance license number: 0M27510         Resident State: WV

My story:

I am a lifelong resident of the Ohio Valley who was born and raised in St. Clairsville, Ohio. I always wanted a career that would allow me to help make people’s lives better. After seeing the impact that a financial advisor had on a family friend, I knew this was the path for me. By helping clients align their finances with their values, I can help improve their financial decision-making and encourage them to take advantage of opportunities while avoiding pitfalls and decreasing financial stress.

I am a graduate of Miami of Ohio University and have been licensed and working in the financial industry since 2013. I joined Wells Fargo Advisors in 2016 and earned my CERTIFIED FINANCIAL PLANNER™ certification in 2021. Since joining this industry, I have gathered experience working with corporate and nonprofit benefit programs, private wealth management, retirement planning, investment selection, and legacy planning.

My wife Kristen and I live in St. Clairsville, Ohio with our daughter Layla and Sienna.

What do I do on the weekend? Kristen and I are active people, to say the least. We enjoy family excursions to the playground, zoo and trips to the beach. On weekends you’ll find me spending time with family, golfing and cheering on the Cleveland sports teams.

CA insurance license number: 4229154     Resident State: OH

My story:

I am a proud Wheeling native and feel blessed to say that my entire family is here, and we love our hometown.

I am a graduate of West Liberty State College (now University) and first began my career in the Trust Department at WesBanco Trust and Investment Services. During my 14 years there, I added the Midwest Trust School for personal trusts and retirement benefits. I also worked in the manufacturing industry at Wheeling-Pittsburgh Steel, Wheeling LaBelle Nail Company and Ziegenfelder Company. After eight years in manufacturing, I found a natural affinity for financial markets, and knew this was where my career should take me. I hold the Series 7 and 66 registrations as well as a Life, Accident and Health Insurance License.

My wife Amy and I live in Wheeling’s Warwood neighborhood and have two grown children and two dogs – Winston and Cooper who were rescues from the same litter.

What do I do on the weekend? I may be a proud West Virginian, but on the weekends you’ll find me cheering on the University of Texas Longhorns, Detroit Lions and golfing. I am decidedly “horns up” when it comes to my college sports.

CA Insurance license number: 4191563   Resident State: WV

As a Wheeling native, I’m grateful to be surrounded by leaders in the community who are dedicated to helping our clients achieve their financial goals. I hold the Series 7 and Series 66, as well as Life, Accident and Health Insurance Licenses. I also hold the Accredited Asset Management SpecialistTM designation, and I am a CERTIFIED FINANIAL PLANNERTM professional.

I am a graduate of The Linsly School and Marietta College, where I was a member of the varsity soccer team and participated in several school organizations and events. Now, I’m happy to be involved with my community as a member of the City of Wheeling’s Board of Zoning Appeals, Board of Directors member for the Wheeling Symphony Orchestra, Parish Council member for the Cathedral of St. Joseph and Vice President of the Saints and Sinners, which raises funds for various charities. 

What do I do on the weekend? I love taking advantage of all that the Ohio Valley has to offer. On weekends, you’ll find me attending events at Heritage Port, Oglebay, Wesbanco Arena, Capitol Theatre, or the numerous other venues around town. All of which are consistently followed by a Sunday dinner with my family.


CA Insurance License Number: 4215160. Resident State WV

After seeing my dad and brother’s success in the financial services industry, it inspired me to become a financial professional myself. I’m a graduate of Wheeling Central High School and graduated with a bachelor’s degree in financial planning from West Liberty University. I hold the Series 7 and 66 registrations as well as a Life, Accident and Health Insurance License. My goal every day is to provide the same, high-level service that the team here at McKenzie Riedel Wealth Management offers.

I was a lifelong resident of the Ohio Valley where I currently reside. My fiancé Madi and I are getting married in Fall of 2024. I am a member of Saints and Sinners, a philanthropy group that raises money for charities in the area.

What do I do on the weekend? I spend most of my weekend golfing on various courses throughout the Ohio Valley. I also enjoy skiing as one of my favorite past times. When I’m not golfing, I spend as much time as I can with Madi, as well as visiting family and friends.

 

CA Insurance license number:  4363546    Resident State WV

My Story: 
The financial services industry is very much a family business for me – I proudly have followed in my father Andy’s footsteps by joining McKenzie Riedel Wealth Management. He set a stellar example for my brothers and me as an honest, sincere advisor.

I am just getting started in my career but am confident that the education I received at West Virginia University has helped me prepare for years of striving for success for my clients. I plan on obtaining my MBA and other financial certifications to further my knowledge in the financial sector. I currently hold the Series 7 & 66, plus Life, health, sickness, and accident insurance.

I have lived in Wheeling my entire life except for the limited time while I was at college.  I look forward to getting involved with the local community from nonprofits to the business community here in the Ohio Valley. I enjoy going to city council meetings, community foundation gatherings, and business continuity seminars to gain as much information about our community, insight into the world and prudent investing.

What do I do on the weekend? My family has always loved to travel, and I continue to seek out new adventures whether they involve fishing, dirt biking or snowboarding. In my free time, some might be surprised to know that I have 4 cats plus an extensive aquarium hobby containing a variety of fish. My aquariums range in size from 40 to 75 gallons.

 

CA Insurance license Number:  4351167.  Resident State WV

My story:
I have had the pleasure of working for this company since 1977 when it was Prudential Securities, where I worked in Operations. I obtained my securities licenses in 1992 and that allowed me to join the management team, where I remain today. I hold the Series 7 and 63 Securities registrations, Series 65 Investment Advisor, Series 8 Securities Sales Supervisor, Series 3 National Futures, Life, Health and Variable Insurance and Annuities. I am proud of my 47 years of service to this company and look forward to continuing to assist our clients achieve their financial dreams.

Cindy and her husband, Tom, live in Martins Ferry with their three dogs, Siberian huskies McCoy and Wish and a corgi named Willy.

What do I do on the weekend?
We love taking our dogs over to Wheeling Park and for ice cream treats at Dairy Queen. You’ll also find us cheering on The Ohio State University football team and traveling to the beach when we have time.

CA Insurance license number: 4229157       Resident State: OH

My story:

I was born and raised in the Ohio Valley and currently reside in Blaine. I am the youngest of five children and we all still live locally. I have an associate degree in business management from Belmont College, and that education has helped me enjoy a 20-year career in the financial services industry. I first came to the company – back when it was Prudential Securities – in 1995 and never looked back. Now as McKenzie Riedel Wealth Management, our commitment to client services has never been better. I take pride in my work as a client associate and am always eager to take on more roles and responsibilities.

What do I do on the weekend? I am a Notre Dame fan – go Irish! – so when I’m not cheering them on, you’ll find me spending time with family and friends and engaging in outdoor sports, especially golf. I also seek out the peace and quiet of hiking and mountain biking and enjoy any beach I can find in my travels.

My story:

This company has been my work home for a very happy 22 years. I have operations experience in all aspects of the financial services industry and greatly enjoy working with the financial advisors and their clients. My goal is to provide excellent service so we can meet each client’s individual needs while also gaining their trust and developing strong relationships. Our clients become part of our family, and we treat them as such.

My husband, Brian, and I live in St. Clairsville with Axel Lee, our beloved boxer. We have four children and six grandchildren.

What do I do on the weekend? We are a family-oriented group and spend almost every weekend possible at Senecaville Lake on our pontoon boat.

My story:
I was born and raised in the Ohio Valley and currently reside in St. Clairsville, OH. I have worked in the financial services industry since 1984, when I joined the local firm Hazlett, Burt & Watson as a client services associate. My career later took me to Legg Mason and eventually Prudential Securities in 1993. As the company transitioned names, I remained a dedicated member of the team as an operations specialist and complex administrative assistant in addition to becoming an officer of the practice. Some call me the director of first impressions, but I am proud to be the voice that clients hear as one of the first points of contact. I believe in delivering the solution-oriented service that each client deserves.

What do I do on the weekend?
I cherish my time with family and friends, and you’ll find me most weekends being active, cooking and traveling.