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.

At the same time as I was serving my community, I forged great partnerships and grew my financial advising practice into what it is today. 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 2022, I have been recognized as a Premier Advisor. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of risk and compliance training, business production based on the past year and professionalism. Net asset flow (NAF) may also be used to determine recipients. I have been named as one of Forbes Best-In-State Wealth Advisors* in West Virginia in 2018, 2019, 2020 and 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.


*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, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. 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.

My story:

I am a Wheeling native who has enjoyed a busy career in the financial services industry, one that has become a family business. My son Zachary is now a member of the practice, and son Tyler will be joining us when he completes his education.

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 also was ranked among Barron’s Top 1,200 State By State Financial Advisors** for 2014 and 2019 as well as being ranked among the Forbes Best-In-State Wealth Advisors in West Virginia in 2019, 2020, 2021 and 2022.

My wife Brenda and I have two sons, Zachary and Tyler, who I mentioned above. We also have a much-beloved golden retriever named Manny who is happiest when we are walking in the woods.

What do I do on the weekend? I love the outdoors. I enjoy a good round of golf but I’m also a homebody. I enjoy quality time at home with family, grilling up a feast in my outdoor kitchen, and if we are traveling, you’ll find me at the beach.


*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, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. 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.

**The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

My story:

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.

My story:

I always will remember my first day in the financial services industry: June 10, 1979. Since then, I’ve been able to achieve a fulfilling career by putting my clients’ interests first and providing exceptional public service. I have been a practicing CERTIFIED FINANIAL PLANNER^TM  professional for three decades. I have been included in the Barron’s Top 1,200 State By State Advisors** listing from 2015-2022 and routinely recognized by Forbes Best-In-State Wealth Advisors from 2015-2022*.
 
In addition to serving my clients, I also conduct education seminars for accounting and legal professionals and have been a frequent guest speaker on portfolio management, asset allocation and investment planning. 

My wife Sally, an attorney, and I live in Venetia, Pa., and have three grown sons, three grandchildren and a bearded collie named Benny. We are active members of The Bible Chapel in Washington County, Pa.

What do I do on the weekend? I enjoy spending time with my wife and our friends on the weekend. I also am a voracious reader with a big collection at home, and on occasion, you’ll find me writing new installments in my series of Bible study books for group study.


*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, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. 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.

 

**The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

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 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 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.

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.

My Story:

First, everyone calls me Joey.

I have worked in the financial services industry since 1973. I also served in the U.S. Army Reserves from 1970-76. Since those early years, I have prided myself on making my clients’ best interests and financial needs my priority so I can help them achieve their lifetime goals and preserve their wealth for family generations. I am happiest when I know my clients are living their best lives possible without undue financial sacrifice or overexposure to risk. I hold the Series 7, 63 and 65 registrations as well as a Life, Accident and Health Insurance License. I am a graduate of West Liberty State College (now University).

My wife Sharon and I live in Wheeling with our two dogs, a wire-fox terrier named Tilly and a golden doodle named Ruby. I am active in the Saints and Sinners, an organization that raises funds for various charities in the region. I have been chairman of the youth activities committee for the Wheeling Elks Lodge #28 for 45 years.

What do I do on the weekend? When I’m not golfing, which I love to do, I enjoy watching football – Pittsburgh Steelers and the WVU Mountaineers. 

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.

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 member for the City of Wheeling’s Entertainment Endowment Committee, Parish Council member for the Cathedral of St. Joseph and member of the Saints and Sinners, which raises funds for various charities. I’m also a member of the St. Clairsville Moose Lodge, Lewis Wetzel Riffle & Pistol Club, and an assistant boys’ varsity soccer coach at The Linsly School.

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.

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 McKenzieRiedel. He set a stellar example for my brothers and me as an honest, sincere advisory.

I am just getting started in my career but am confident that the education I received at West Virginia University has me prepared for years of success for my clients. As I work to earn the necessary certifications for this industry, I look forward to learning clients’ stories and goals so I can guide them as we age together.

I live in Wheeling since moving back from college after 5 years away.  I look forward to getting involved with the local community from nonprofits to the business community here in the Ohio Valley. 

What do I do on the weekend? My family has always loved to travel, and I continue to seek out new adventures whether it involves fishing, dirt biking or snowboarding. But in my free time, some might be surprised to know I have an extensive aquarium hobby, so on the weekends you’ll find me tending to aquariums ranging in size from 10 to 106 gallons.

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 45 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.

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 assistance 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.

My story:

I have been fortunate to enjoy living in many different places across the country as I have worked in a variety of client-focused roles in hospitality, digital advertising and ultimately the financial services industry. My experiences in New York City, Denver and Pittsburgh prepared me for my career at McKenzie Riedel where I enjoy being a liaison between clients and the financial advisors. As a former settlement analyst on a hectic trading floor, I’m able to manage the pressures of financial services with ease.

After years of living away from family, I now happily reside in Wheeling.

What do I do on the weekend? When I’m not gardening and spending time with friends and family – most likely doing activities outdoors -- you will find me traveling, enjoying live music and the beach.