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Navigating the Rapid Waters of an Unpredictable Market

Requires a steadying influence.


Let Us Help Guide You

Welcome to Commonwealth Financial Services.


Who We Are | Who We Help | How We Do It


Our Values


Integrity

As a fiduciary, we operate at the highest level of integrity and always put your best interests first.

Insight

Our advice and guidance are here to provide logic and reason so you avoid making emotionally-driven decisions.

Innovation

We continuously monitor the latest advances in technology, portfolio management and financial planning.

Our Services


Financial Planning

Confidence begins with a plan. Let us help address your goals for your future.

Investment Strategies

Your personal market watchdog, we’ll help monitor your investments to guide you to make consistent progress towards your goals.

Retirement Preparation

Let us assist you in bringing a plan for a comfortable retirement into focus.


Our mission is to help give you the flexibility you need to achieve your financial goals

With no account minimums.

Schedule a Free Consultation

expanding your perspective

Uncovering Your Wealth's Potential

Do you wonder if you will have enough income to live comfortably when you retire? Are you concerned that your children will not be able to afford to attend college? These are real concerns, shared by many of our clients. By sharing your concerns and providing us with your financial details, our team can prepare a detailed analysis that will help guide you to your answers. Life may throw unexpected changes at you, but what won't change is our commitment to helping you pursue your goals. 


Learn More

About our financial planning services.

Your Financial Plan

This plan is designed with the goal of advancing your investments when opportunities are found and preserving these investments when the environment requires caution.

What It Costs

Comprehensive financial planning services are included as part of our wrap fee services, meaning you do not pay additional fees for this service. We also offer hourly consulting services for those who want guidance on a specific goal.

Our Software

eMoney consolidates financial and lifestyle information for the purpose of tracking progress against your goals. This allows us to strike the right balance between addressing your concerns and staying focused on the big picture. 

We also offer:


Estate planning

Income planning

Education planning

Portfolio risk analysis

Investment risk management

Tax strategies

Employer-sponsored retirement plans

Advisory and brokerage services

Oil & gas royalty planning

Life insurance

Disability insurance

Long-term care insurance


Contact Us Today

Navigating the sea of stock, bonds, investments and the associated news stories that are designed to influence your investment decisions can be completely overwhelming. Conflicting information, as well as information overload, can motivate one to move too soon in the market — or not at all.

We bring a disciplined process to your investments that will free you of the emotional concerns associated with today's investment markets. We offer a core set of investment strategies that help match the suitability of an investment with your optimal risk tolerance, which is assessed through a carefully researched questionnaire.

*This is a hypothetical example and is not representative of any specific investment. 

We also offer:


Estate planning

Income planning

Education planning

Portfolio risk analysis

Investment risk management

Tax strategies

Employer-sponsored retirement plans

Advisory and brokerage services

Oil & gas royalty planning

Life insurance

Disability insurance

Long-term care insurance


Contact Us Today

As you get closer and closer to retirement, it’s important to continue to measure your progress toward your goals — and our ongoing process does just that. Reevaluating and monitoring help smooth out your transition from working nine to five to becoming retired. Our goal is to help you be secure in your retirement. You have worked hard all of your life. Let us work hard for you so you enjoy a fulfilling retirement.

We can help answer a variety of retirement-related questions, such as:


Which

Age should I utilize my Social Security benefits?

How

Can I maximize my income while protecting my family?

What

Impact will healthcare costs have on my future?


We also offer:


Estate planning

Income planning

Education planning

Portfolio risk analysis

Investment risk management

Tax strategies

Employer-sponsored retirement plans

Advisory and brokerage services

Oil & gas royalty planning

Life insurance

Disability insurance

Long-term care insurance


Contact Us Today

Dedicated to a higher standard

Driven By Your Success


Setting the Course

For your financial independence.


Our Story

In 2003, Roger Woodruff, Todd Kimpel and Michael Seese joined together to form a team, with offices in Parkersburg and Wheeling. We now have offices in Athens, Parkersburg, Marietta, St. Clairsville, Wheeling and Woodsfield.

With our team-based approach, we strive to offer each and every person who walks through our doors to have confidence through their financial plan.

Todd E. Kimpel, ChFC®, CLU®  Photo

Todd E. Kimpel, ChFC®, CLU®

Co-Founder/Owner | Financial Advisor
Read Bio

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

E: todd.kimpel@cfswv.com


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

Michael C. Seese, CFP®, ChFC®, CLU®

Co-Founder/Owner | Financial Advisor
Read Bio

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

E: michael.seese@cfswv.com



Daniel L. Spurgeon, CFP® Photo

Daniel L. Spurgeon, CFP®

Financial Advisor
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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 two children, Lillian and Zeke. In his spare time, he plays basketball, golfs and enjoys hunting.

P: (304) 422-3531

E: daniel.spurgeon@cfswv.com




Julie Vavra Daley, RICP® Photo

Julie Vavra Daley, RICP®

Financial Advisor
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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

E: julie.daley@cfswv.com


Andy M. Dollman Photo

Andy M. Dollman

Financial Advisor
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Andy M. Dollman

Financial Advisor

Andy joined our team in November of 2018. He graduated from Marietta College with a degree in business and economics. As a financial advisor at our firm, he is being mentored by the senior financial advisors at our firm. He is gaining knowledge on our client relationship practices and investment strategies, as well as immersing himself in the study of the ever-evolving financial profession. He will be sitting in on appointments with the senior advisors as part of his developmental plan.  Andy currently holds his Series 7 and 66 licenses, along with life and health.

Andy is a former All-Conference Marietta Pioneer Men’s basketball player. He was also the leading basketball scorer at Parkersburg High School. In his free time, Andy enjoys the outdoors and golfing.

P: 304-422-3531

E: andy.dollman@cfswv.com


James Towarnicky Photo

James Towarnicky

Financial Advisor
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James Towarnicky

Financial Advisor

Jim has over 19 years’ experience as a financial advisor. 

His two professional passions are:

1.    Guiding people toward a brighter financial future by using a disciplined saving and investment plan.

2.    Helping retirees’ budget responsibly 

Jim attended University of North Dakota from 1978-1982, University of Minnesota 1983-1884, and Ohio Valley College. He has a Bachelor of Science degree concentrating in Management. He also holds a Series 7, Series 65, and a WV insurance license. 

Jim’s and his wife Vanessa have 6 wonderful children and a Scotty named Molly. They enjoy reading, biking, hiking, and sailing. 

Jim’s financial motto is, “Pay Yourself”. He believes everyone would create a brighter financial future by taking the extra step now of investing in themselves using a consistent systematic approach.

P: (304)422-3531

E: JAMES.TOWARNICKY@CFSWV.COM

Nikki Baker - Lude, CFP®, ChFC® Photo

Nikki Baker - Lude, CFP®, ChFC®

Financial Advisor
Read Bio



Nikki Baker - Lude, CFP®, ChFC®

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). 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

E: NIKKI.LUDE@CFSWV.COM




Neal Watson, CFP® Photo

Neal Watson, CFP®

Financial Advisor
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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

E: NEAL.WATSON@CFSWV.COM





Tyler Szafran, CRPC® Photo

Tyler Szafran, CRPC®

Associate Financial Advisor
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Tyler Szafran, CRPC®

Associate Financial Advisor

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 his 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. 


Joyce E. Kimpel, FPQP™ Photo

Joyce E. Kimpel, FPQP™

Director of Client Services
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Joyce E. Kimpel, FPQP™

Director of Client Services

Joyce oversees all aspects of client and account services. Her main goal is to see that our firm provides exceptional service to all of our clients. She began working in the industry in 1976. After marrying Todd in 1982, they started working together in 1984 and have been with Commonwealth Financial Services since its inception in 2003. Her designation of Financial Paraplanner Qualified Professional™, coupled with over 40 years of experience, has enabled her to effectively serve our clientele and guide our team members to an excellent standard of client care. 

Joyce organizes our client appreciation events, as well as company events. She has served on the Junior Board of Crittenton Services, Wheeling Health Right and Soroptimist International. She is also active in her church. She and her husband, Todd, are lifelong residents of Wheeling and have three children. In her spare time, she enjoys playing the piano, watching the Pittsburgh Penguins, gardening, visiting the beach and playing with her dog, Jack. 

P: (304) 230-2384

E: joyce.kimpel@cfswv.com



Shanell Jeffrey, FPQP™, AWMA® Photo

Shanell Jeffrey, FPQP™, AWMA®

Chief Operating Officer
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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 AdvisorSM 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


Alyssa Williams, FPQP™ Photo

Alyssa Williams, FPQP™

Director of Operations & Trading
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Alyssa Williams, FPQP™

Director of Operations & Trading

Alyssa joined Commonwealth Financial Services in June 2011 as an operations associate. She is now the director of operations and trading. 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. 

With her experience in the financial services industry, Alyssa is our firm’s primary trader. She also services our clients by opening new accounts and attending to client needs.

She and her husband currently reside in the Wheeling area with their son and two dogs. She is actively involved in her child’s education and currently serves as the treasurer of the PTO. She enjoys spending time with family and friends, enjoying the outdoors and watching football.

P: (304) 230-2384

E: alyssa.williams@cfswv.com


Heather Jones Photo

Heather Jones

Client Services Coordinator
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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™ Photo

Brenda Weekly, FPQP™

Director of Accounting & Financial Planning
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Brenda Weekly, FPQP™

Director of Accounting & Financial Planning

Brenda joined Commonwealth Financial Services in March 2014, bringing 25 years of financial analysis experience in the information technology and banking industries to our firm. She has a B.S. 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 assists in the financial planning aspect of our business, helping our financial advisors develop financial plans for our clients. She is also responsible for our firm’s accounting activities and preparation of financial statements, as well as our compliance. She is the proud mother of two daughters, Ashley and Rachel. She enjoys music, the arts, participating in community theater and attending dance classes.

P: (304) 230-2384

E: brenda.weekly@cfswv.com



Melissa “Missy” Tracewell, FPQP™ Photo

Melissa “Missy” Tracewell, FPQP™

Client Services Representative
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Melissa “Missy” Tracewell, FPQP™

Client Services Representative

Melissa has been with our firm since April 2014. She has over 13 years of financial experience in customer service and has worked in trusts and investments. Since joining Commonwealth Financial Services, she has attained her Financial Paraplanner Qualified Professional™ designation. She is responsible for the daily preparation and processing of client account paperwork, including deposits, transfers and distributions, as well as client service requests. She and her husband, Ricky, reside in Washington, West Virginia, with their dog, Holley. 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™ Photo

Bridget Pigott, FPQP™

Client Services Representative
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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 Anderson Photo

Jessica Anderson

Client Services Coordinator
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Jessica Anderson

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, Phi Beta Lambda-Future Business Leaders of  America, and Ohio Valley University’s Stepping Stones Ladies Auxiliary. 

She resides in New Martinsville, WV with her husband, Michael. In her free time, Jessica performs  bluegrass, country, and gospel music for audiences around the Ohio Valley.

P: (740) 472-9161

E: JESSICA.ANDERSON@CFSWV.COM


Sarah Coleman, FPQP™ Photo

Sarah Coleman, FPQP™

Client Services Coordinator
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Sarah Coleman, FPQP™

Client Services Coordinator

Sarah graduated from West Liberty State College with a B.S. in Business Administration.  She joined Commonwealth Financial Services in January 2021 as a Client Services Coordinator in the Wheeling office.  She brings 18 years of customer service and administrative experience.  Sarah acquired her Financial Paraplanner Qualified Professional™ designation in June of 2021.

Sarah has served on the planning committee for Ohio County Relay for Life for 3 years and team captain for 9 years.  In her free time, she enjoys baking, playing with her dog and spending time with her nephews and nieces.  She resides in Wheeling.

P: (304)230-2384

E: SARAH.COLEMAN@CFSWV.COM


Susan Watson Photo

Susan Watson

Office Manager
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Susan Watson

Office Manager

Susan Watson is the office manager in our Marietta Office. She was raised in Williamstown and graduated from Williamstown High School. Susan has extensive experience in the financial services industry and has been with our firm for over 25 years.

Susan is married to Neal, and has two children, two stepchildren, and one grandchild. She likes to garden and travel in her spare time.

P: (740)373-4877

E: SUSAN.WATSON@CFSWV.COM


Derek Bailey Photo

Derek Bailey

Research Coordinator
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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



Leandra Marling Photo

Leandra Marling

Client Services Assistant
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Leandra Marling

Client Services Assistant

Leandra joined Commonwealth in August of 2021 as a Client Services Assistant in the St. Clairsville office. She brings 23 years of customer service and administrative experience.

She resides in St. Clairsville and has two beautiful daughters, Madisyn and Taci. In her free time Leandra enjoys reading and spending time with her family.

P: 740-296-5066

E: LEANDRA.MARLING@CFSWV.COM



                       



           


             



Jessica Barnes Photo

Jessica Barnes

Client Services Coordinator
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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


     






Delivering Personalized Service

While collaborating with other industry professionals.


What It’s Like to Work With Us


Initial Meeting

During this meeting, we’ll get to know one another while determining whether or not we would be a good fit for your financial needs and goals.

Discovery Meeting 

In addition to discussing your expectations, we’ll gather any relevant financial documents so we can begin creating your customized financial plan.  

Ongoing Review

Throughout your time with us, we’ll monitor your progress and make strategic adjustments according to changes that occur in the market and your overall life.


Set Up Time to Talk


Providing Innovative Planning Services

That fit your goals, lifestyle and budget.


The Types of People We Help Include:


Small Business Owners


Plant Workers


Oil & Gas Landowners


Professionals


Doctors & Hospital Staff


Union Workers


Pre-Retirees


Retirees



Work With Us

Join Our Team!

Working together towards a shared goal

Career Opportunities


"Teamwork is the ability to work together toward a common vision. The ability to direct individual accomplishments toward organizational objectives. It is the fuel that allows common people to attain uncommon results." --Andrew Carnegie


Commonwealth Culture

Teamwork plays a vital role in all successful companies. At Commonwealth we are always searching for those that want to work with a Team of like-minded people with a passion for providing the highest level of service to our clients.

Current Openings

Financial Advisor  - Wheeling, WV


 

If you are interested in joining our team, please email your resume to info@cfswv.com.

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Integrity. Insight. Innovation.

Three core values that serve as the benchmark for everything we do.

Our team looks forward to providing clarity for your financial questions — serving as your dedicated resource for stability, security and assuredness.


Parkersburg

Michael C. Seese, CFP®, ChFC®, CLU® Daniel L. Spurgeon, CFP®                          Andy M. Dollman                                   James Towarnicky

585 College Parkway
Parkersburg, WV 26104

Ph: 304-422-3531
Toll-Free: 800-422-4644
F: 304-428-6222


Wheeling

Todd E. Kimpel, ChFC®, CLU®            Tyler Szafran, CRPC®


21 Warden Run Road Suite 201
Wheeling, WV 26003

Ph: 304-230-2384
Toll-Free: 866-266-5955
F: 304-230-2385

 

St. Clairsville 

Julie Vavra Daley, RICP®

134 West Main Street
St. Clairsville, OH 43950

Ph: 740-296-5066 

Athens

Michael C. Seese, CFP®, ChFC®, CLU® (By Appointment Only)

507 Richland Ave Suite 203C
Athens, OH 45701

Ph: 800-422-4644

Woodsfield

Nikki Baker - Lude, CFP®, ChFC®

160 S Main Street
Woodsfield, OH 43793

Ph: 740-472-9161                                         F: 740-472-9169

Marietta

Neal Watson, CFP®                               

512 3rd Street
Marietta, OH 45750

 Ph: 740-373-4877                                         Toll-Free: 800-860-4871