Todd E. Kimpel, ChFC^®, CLU^®

Co-Founder/Owner | Financial Advisor

Todd has been serving clients as a personal financial advisor since 1980. Some of these client relationships trace back to Todd’s father, who started serving clients in 1959. Since completing his bachelor’s degree from West Liberty University, Todd has earned both the Chartered Financial Consultant^® (ChFC^®) and the Chartered Life Underwriter^® (CLU^®) designations. Additionally, he holds his Series 6,7,22,24, and 63 licenses; as well as life and health.

Todd has significant experience in financial planning, which helps him provide individuals, families and businesses with comprehensive lifestyle planning. He and his wife, Joyce, are lifelong residents of Wheeling and have three children. Todd has served on the Board of Directors of Crittenton Services and St. John’s Home for Children. Most recently, he completed his second term as president of The Board for Elmhurst House of Friendship. He is very active in several capacities with his church. In his spare time, he likes to collect and restore cars.

P: (304) 230-2384

T: (304) 407-2305

E: todd.kimpel@cfswv.com

Michael C. Seese, CFP^®, ChFC^®, CLU^®

Co-Founder/Owner | Financial Advisor

Mike graduated from West Virginia University’s College of Business and Economics in 1994 with a B.B.A. in accounting. Since obtaining his degree, he has earned his CFP^®, ChFC^® and CLU^® designations. He holds Series 6, 7, 24 and 63 licenses; as well as life and health. His significant experience helps him advise individuals, families and businesses on how to increase their personal and financial wealth.

Mike and his wife, Michelle, have been married since May 1998. They have one wonderful child, Zachary, and one dog, Charlie. They have been residents of Parkersburg since June 2000. In his free time, Mike enjoys spending time with his family and friends. His passions include hunting, fishing and enjoying the outdoors.

P: (304) 422-3531

T: (304) 244-2292

E: michael.seese@cfswv.com

Daniel L. Spurgeon, CFP^®

Financial Advisor

Daniel joined Commonwealth Financial Services in April 2014. He graduated from Marietta College with a bachelor’s degree in finance and accounting. He currently holds his Series 7 and 66 licenses, along with life and health and his CFP^® designation. 

He and his wife, Sarah, have three children, Lillian, Zeke and Olivia. In his spare time, he plays basketball, golfs and enjoys hunting.

P: (304) 422-3531

T: (304) 850-8424

E: daniel.spurgeon@cfswv.com

Shanell Jeffrey, FPQP™, AWMA^®

Chief Operating Officer

Shanell has been with our firm since July 2008. She currently holds the Financial Paraplanner Qualified Professional™ designation, as well as the Accredited Wealth Management Advisor^SM designation. She has also acquired her Series 7 and 66 licenses. Her career began in customer service and lending, gaining over 10 years of experience in the financial services industry.  

At CFS, Shanell manages the day-to-day operations, including human resources and staffing, strategic planning and overall business operations. Her varied experience in client services helps her guide the team in specialized projects. She and her husband, Adam, currently reside in Mineral Wells, WV with their two children.

P: (304) 422-3531

E: shanell.jeffrey@cfswv.com

Julie Vavra Daley, RICP^®

Financial Advisor

With over 15 years of experience in the investment and insurance industries, Julie serves as a financial advisor at Commonwealth Financial Services (CFS). Prior to joining CFS, Julie managed her own independent financial planning practice in St. Clairsville, Ohio. She will continue to service clients out of that office. In 2017, she completed the coursework and was recognized as a Retirement Income Certified Professional^® (RICP^®) by The American College of Financial Services.  

She holds Series 6, 7 and 63 licenses; as well as life, health and disability. She attended Capital University, where she earned a bachelor’s degree in business management and finance in 2001. Since returning to the Ohio Valley, she has been actively involved in many social and professional organizations, including the Ohio Valley Business and Professional Women’s Club, where she served as the local president and vice president of the region. Additionally, she is a current board member of the Ohio Valley Oil and Gas Association, as well as chairperson of the Industrial and Technical Education Coalition. She also sits on the Board of Directors for Belco Works/Tomorrow’s Corner. Julie and her husband, Tom, live in St. Clairsville, Ohio and have two beautiful daughters, Grace and Lillian. 

P: (740) 296-5066 

T: (740) 679-6622

E: julie.daley@cfswv.com

Nikki Baker - Lude, CFP®, ChFC®, CAP®

Financial Advisor

Nikki Baker-Lude is a Financial Advisor in Woodsfield, Ohio. Nikki has worked in the financial services industry since 2003. Nikki holds her Series 7, 24 and 66 registrations and is insurance licensed. In 2008 she became a CERTIFIED FINANCIAL PLANNERTM practitioner and in 2010 became a Chartered Financial Consultant (ChFC). In 2022 Nikki completed the Chartered Advisor in Philanthropy designation (CAP®). Nikki is a 2004 graduate of the Max M. Fisher College of Business at Ohio State University in Columbus, Ohio.

Nikki offers a holistic approach to financial planning with her clients. She offers estate, insurance, investment and financial planning services to individuals, families and small businesses.

Nikki is very active in her local community where she is a member of the Monroe County   4-H Endowment Committee, Monroe County Chamber of Commerce, Woodsfield Kiwanis Club, and Woodsfield Women of the Moose Lodge #1569.  Nikki also serves on the board of the Monroe County Port Authority. In 2014 Nikki was instrumental in creating the Monroe County Community Foundation. 

Nikki resides in Lewisville, OH with her husband Jeremy, their two children Greer and Blain, and dog Layla. In her free time she enjoys traveling with her family and Ohio State Football.

P: (740)472-9161 

T: (740)679-6787

E: NIKKI.LUDE@CFSWV.COM

Neal Watson, CFP®

Financial Advisor

Neal Watson was born in Marietta. He lived in Athens for most of his childhood before returning to Marietta as a teenager. He graduated from Marietta High School and then attended The Ohio State University. He graduated from Ohio State with a degree in business. 

He worked for a Columbus manufacturer after graduation. Neal joined his father in 1996 as a financial advisor. He earned his Certified Financial Planner™ designation in 1999. 

Neal is married to Susan. He has two children, two stepchildren, and one grandchild. Likewise, he is also an Ohio State fan and follows the Marietta College baseball program very closely. He also enjoys woodworking and gardening. Neal is also an active member in the Williamstown Lions Club and has held numerous leadership roles in that organization and currently serves as the club’s treasurer.

P: (740)373-4877

T: (740)265-3828

E: NEAL.WATSON@CFSWV.COM

B. Vincent McManus

Financial Advisor

Vince joined Commonwealth in 2022 after spending the last four years as a Financial Advisor at J.P. Morgan. Born and raised in Parkersburg, WV, Vince graduated from the University of Kentucky in 2004 with a bachelor’s degree in Economics and Finance. He earned his Juris Doctor (J.D.) from the University of Florida and obtained a Master of Laws (LL.M) in Estate Planning from the University of Miami, FL. He practiced law in Florida for six years, and is still licensed by the Florida bar.

He holds Series 7,24,52,53 and 66 licenses, as well as life and health. His experience advising clients as a Financial Advisor and an Attorney affords him a unique perspective in helping clients pursue their financial goals and empowering them to focus on what matters most to them.

Vince and his wife, Almalleli, have two children Patrick and Michael. Vince is an avid sports fan and enjoys spending time with family and friends, traveling, listening to music, and attempting to play golf.

P: (304) 422-3531

T: (740) 737-7758

E: vince.mcmanus@CFSWV.COM

Evan Brockmeier

Financial Advisor

Evan is a Marietta native and a graduate of Marietta High School (2009).  At Marietta College, he earned his degree in Petroleum Engineering (2013).  Evan acquired his Series 65 license after joining Commonwealth (2023). During his school days, he was a standout baseball player, earning All-Ohio honors in high school.  At Marietta College, he was a key contributor—playing third base, first base, shortstop, and pitcher—for the ‘Etta Express.  He was an Academic All-American and two-time National Champion.

After graduation, Evan worked for Chevron in California and Pennsylvania.  He later returned to Marietta and began working for Marietta College primarily in their advancement office.  

Evan is married to Alyson, and together they are raising four energetic children. Outside of work, Evan loves golfing, working in the yard, and being outside with his kids.  He loves the orange and black of Marietta High and the Navy Blue and White of Marietta College having played and coached for both schools

P: (740)373-4877

T: (740)693-3773

E: evan.brockmeier@CFSWV.COM

Ciara Smith

Associate Financial Advisor     

Ciara is an Associate Financial Advisor for the Commonwealth Financial Services Office in Woodsfield, Ohio. In this role, she collaborates with Senior Advisors among the firm to gain knowledge about financial planning and investment strategies to assist our clients. Ciara is eager to serve the community in which she grew up in and currently resides. 

Ciara graduated from Muskingum University in 2019, with a Bachelor of Science degree in Biology. As a member of Phi Kappa Phi and Omicron Delta Kappa, she actively engages in education and leadership within the community. Ciara serves on the Monroe County 4-H Committee and volunteers as a Cloverbud Advisor for the Cross County Classics 4-H Club. She also serves as the Secretary on the Lewisville Community Center Board. 

In her free time, Ciara enjoys raising and selling club calves from the family farm, planting succulents, and training her Australian Shepherd, Azley. 

P: (740)472-9161

E: ciara.smith@cfswv.com

Khoury Kloss

Associate Financial Advisor

Khoury joined Commonwealth Financial Services in June of 2023 after interning in the summer of 2022. He graduated from Bethany College with a bachelor’s degree in business management in 2023 and obtained his Series 65 license in November of 2023. 

Khoury created his own landscaping business while in college full time which gave him his business/financial background. He is an active volunteer at his local church. Outside of work, he enjoys playing golf, pickleball, and competitive badminton.

P: (304)230-2384

E: khoury.kloss@CFSWV.COM

Tyler Szafran, CRPC^®

Paraplanner

Tyler was born and raised in Wheeling, West Virginia, a high school graduate from The Linsly School and a Duquesne University of Pittsburgh graduate with a Bachelors of Science degree in Economics and International Business. In addition to his university studies, he also studied international business economics in Rome, Italy. Tyler is excited to return to the Tri-State area and eager to share his expertise with the community. 

He has over eight years of experience in the banking and finance industry having started at Citizens Bank of Pennsylvania as a retail banker and teller for three years before relocating to Baltimore, Maryland to work for the global investment management firm, T. Rowe Price.  At T. Rowe Price for more than five years, Tyler was a part of the Retirement Planning and Individual Investment Services groups where he attained his FINRA Series 7, 6, 63 and 66 licenses. Recently, he earned a professional designation with the College for Financial Planning as a Chartered Retirement Planning Counselor (CRPC^®) to enhance his retirement planning acumen and to better serve our clients.  

In his personal time, Tyler enjoys exercising, traveling, impersonating celebrities (Frank Sinatra preferred), scuba diving, playing tennis, studying culinary arts, and entertaining for friends and family. 

Jim Watson

Relationship Manager

Jim Watson was born and raised in Noble County. He graduated from Caldwell High School and later attended Bliss Business College where he earned his degree in accounting. Following graduation, he worked in the public accounting field and earned his Certified Public Accountant certification. 

He later went to work for a privately held business where he eventually was promoted to Chief Financial Officer. Jim began his career in the financial advisory profession in 1986.

He married his high school sweetheart, Jane, and they have two children, two grandchildren, two step grandchildren, and one great grandchild. Jim is an avid Ohio State fan, and is frequently seen in the bleachers during Marietta College baseball games. He and Jane like to travel.

P: (740) 373-4877

E: JIM.WATSON@CFSWV.COM

Madison Gontarek

Financial Planning Resident

Madison graduated from Western Kentucky’s College of Business in 2023 with a B.S. in personal finance. Originally from Texas, Madison moved around and eventually found herself in Evansville, IN where she graduated from North High School. She has recently joined our team and will begin studying for her licenses, like the Series 65 and the CFP.

In Madison’s free time, she enjoys the outdoors. When she isn’t camping or hiking, Madison enjoys playing sand volleyball and visiting friends and family whenever she can.

p: (304) 422-3531

E: madison.gontarek@cfswv.com

Alyssa Williams, FPQP™

Director of Client Services

Alyssa joined Commonwealth Financial Services in June 2011 as an Operations Associate. She is now the Director of Client Services. She graduated from West Liberty University with a B.B.A, earning induction into the International Honor Society of Business, Delta Mu Delta. She is a Financial Paraplanner Qualified Professional™ and holds the Series 6 and 7 licenses; as well as life and health. She has also completed the Leadership Essentials program through Cornell University. 

Alyssa oversees the operations aspects for our firm. Her communication skills, dedication, and attention to detail ensures we are exceeding client expectations and delivering the high-level experience our clients expect and deserve. 

She currently resides in the Wheeling area with her son, Landon. She enjoys spending time with family and friends, spending time outdoors and watching her son play baseball..

P: (304) 230-2384

E: alyssa.williams@cfswv.com

Heather Jones

Client Services Coordinator

Heather is a graduate of the Bradford Business School in Columbus, Ohio and has been with our firm since March 2013, bringing an extensive background in administrative, payroll and accounting. She is a key connection between our clients and our firm, with a focus on getting to know our clients personally and guiding us on managing their needs. 

Heather answers client phone calls and fields questions, as well as coordinates the advisors’ calendars, appointments and correspondence. Additionally, she organizes client events, such as our shredding parties and the annual client appreciation event. She and her husband, Larry, reside in Belpre, Ohio with their four children and their dog, Maddox. She enjoys spending her time with family and friends and watching Ohio State and Pittsburgh Steelers football.

P: (304) 422-3531

E: heather.jones@cfswv.com

Brenda Weekly, FPQP™

Director of Accounting

Brenda joined Commonwealth Financial Services in March 2014, bringing her prior years of financial analysis experience in the information technology and banking industries to our firm.  She has a bachelor’s degree from West Liberty University, where she specialized in both finance and management. She also holds a graduate certificate in forensic accounting and fraud examination from West Virginia University. 

Brenda earned the Financial Paraplanner Qualified Professional™ designation and has also acquired her Series 7 and 66 licenses.  She is responsible for our firm’s accounting activities, financial analysis and reporting.  This includes developing and maintaining accounting policies and procedures, preparation and maintenance of the firm's budget and financial statements, and planning, organizing, and coordinating our periodic reporting processes. 

A resident of Wheeling, Brenda enjoys music, the arts, Pittsburgh Penguins hockey, and working on various home projects.  She is the proud mother of two daughters, and has a grand-dog and 4 grand-cats!

P: (304) 230-2384

E: brenda.weekly@cfswv.com

Melissa “Missy” Tracewell, FPQP™

Client Services Manager

Melissa has been with our firm since April 2014. She has over 15 years of financial experience in customer service including her previous positions in trusts and investments. Since joining Commonwealth Financial Services, she has attained her Financial Paraplanner Qualified Professional™ designation. Missy is responsible for providing back office support for complex client account requests, leading projects that support Advisory teams and preparing information for advisor meetings with clients.

She and her son, Ricky, reside in Parkersburg, West Virginia. In her free time, Missy enjoys spending time with family and friends and spending time outdoors.

P: (304) 422-3531

E: melissa.tracewell@cfswv.com

Bridget Pigott, FPQP™

Client Services Representative

Bridget joined the firm in March 2015 with over 10 years of experience in customer service. Her primary responsibilities include opening new accounts and servicing life and annuity clients. She currently holds the Financial Paraplanner Qualified Professional™ designation as well as life and health. 

Bridget resides in Parkersburg, WV with her husband, Kevin, their French Bulldog, Bentley and cat, Mittens.  They have two daughters, Kenzie - a senior at West Virginia University and Riley -  will be attending West Liberty University this fall. In her free time, Bridget likes to spend time with family, watch USA women’s soccer and WVU football.

P: (304) 422-3531

E: bridget.pigott@cfswv.com

Jessica Schoonover

Client Services Coordinator

Jessica joined Commonwealth Financial Services in July of 2020. Her primary responsibilities include, but are not limited to communicating with clients to schedule appointments, collecting documentation, new account opening and existing account maintenance.

Jessica graduated with honors from West Virginia Northern Community College in 2014 with an Associate of Science degree in Business Administration and graduated with honors from Ohio Valley University in 2016 with a Bachelor of Science degree in Business Administration. She is a member of Phi Theta Kappa Honor Society, Sigma Beta Delta International Honor Society for Business, Management and Administration, Alpha Chi National College Honor Society, and Phi Beta Lambda-Future Business Leaders of America.

In her free time, Jessica performs bluegrass, country, and gospel music for audiences around the Ohio Valley.

P: (740) 472-9161

E: JESSICA.SCHOONOVER@CFSWV.COM

Derek Bailey

Research Coordinator           

Derek joined Commonwealth Financial Services in August 2021. He graduated from Ohio University with a bachelor’s degree in geological sciences in 2015.  

Derek began his career in the oil and gas industry as a production geologist. In his spare time he enjoys playing golf and being in the outdoors.  

P: (304) 422-3531

E: derek.bailey@cfswv.com

Jessica Barnes

Client Services Coordinator 

Jessica is a Client Services Coordinator in our Marietta office. She was raised in Caldwell, OH and graduated from Fort Frye High School in Beverly, Ohio.

Jessica has over 10 years of customer service experience. She is a licensed Property and Casual insurance agent in OH and WV.

Jessica and her husband Jonathon live on their family farm in Whipple, OH. She enjoys spending time with their 3 children and granddaughter.

P: 740-373-4877

E: jessica.barnes@CFSWV.COM