McKinley Carter Wealth Services announces that Client Coordinator Chelsea LaRoche, FPQP™, has earned the CERTIFIED FINANCIAL PLANNER® professional designation. LaRoche is a member of the firm’s advisory team, working out of the Wheeling headquarters.
LaRoche joined McKinley Carter in 2014 with a broad background in client service, including a few years with a large regional bank. In her current role as an MCWS client coordinator, she provides client service and administrative support to the advisory team in the Wheeling office. Additionally, LaRoche serves as coordinator of McKinley Carter’s Investment Services Council, which is tasked with overseeing the design, communication, and implementation of the firm’s comprehensive investment programs.
LaRoche, a lifelong resident of Bellaire, OH, holds a bachelor’s degree in finance from Youngstown State University. She also completed the College for Financial Planning’s Financial Paraplanner Qualified Professional™ designation program in 2015.
“We are very proud of Chelsea’s accomplishment and her dedication to professional development,” said David H. McKinley, president and chief investment officer at McKinley Carter. “The CFP program is a challenge and one that takes many months, even years to complete. In her achievement, Chelsea personifies what see among all of our team members – a commitment to go beyond expectations in pursuit of excellence in all aspects of client service and operations.” Firm-wide, McKinley Carter now has seven CERTIFIED FINANCIAL PLANNER® professionals on its team, as well as a host of other professional credentials including CPA, JD, CFA®, AIF®, and CRPS®.
McKinley Carter Wealth Services is an SEC-registered independent wealth management firm that provides Wealth Management and Trust Services for individuals and families committed to growing and protecting their wealth across multiple generations; Retirement Plan Services for businesses focused on the long-term financial success of their owners and employees; and Nonprofit Advisory Services for nonprofit organizations seeking long-term financial security and sustainability. McKinley Carter is also the first West Virginia investment firm to earn the Fiduciary Excellence Certification from CEFEX®, the Centre for Fiduciary Excellence, LLC. Most recently, the firm was also recognized as one of the nation’s “Best Places to Work for Financial Advisers” by InvestmentNews.
