My story:
I am a Wheeling native who is enjoying a busy career in the financial services industry, one that has become a family business. My sons, Zachary and Tyler have joined me in the practice.

I hold the FINRA Series 7, 63 and 65 securities registrations as well as a Life, Accident and Health Insurance License. As Branch Manager, I also hold the Series 24, General Securities Principal License.   Additionally, I hold the CRPS® and AAMS® designations from the College of Financial Planning. I also was ranked among Barron’s Top 1,200 State By State Financial Advisors for 2019 and Barron’s Top 1000 Financial Advisors for 2014 as well as being ranked among the Forbes Best-In-State Wealth Advisors in West Virginia in 2019-2024.

My wife Brenda and I have two sons, Zachary and Tyler, who I mentioned above and a grandson Christian.

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 and friends grilling up a feast in my outdoor kitchen, and if we are traveling, you’ll find me at the beach.



CA Insurance license number:  0E84262   Resident State:  WV


2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com).2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com).  2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22.  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.  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.  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.


2019 Barron’s Top 1,200 State By State Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018 (Source: Barrons.com). 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.

 2014 Barron’s Top 1,000 Financial Advisors: Awarded February 2014; Data Compiled by Barron's based on the time period from Oct. 2012 - Sept. 2013 (Source: Barrons.com). The Barron’s Top 1,000 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 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 securities 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 2022-2025.

My wife Carrie and I are the proud parents of three sons, Austin, Levi, and Quinn and granddaughter Kali. I am a member of the Wheeling Lions Club, a board member of the Wheeling Area Chamber of Commerce, Upper Ohio Valley Community Foundation 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

2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com).2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com).  2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22.  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.  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.  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.

As a wealth advisor with more than a decade of experience, I specialize in helping successful individuals, families, business owners, and retirees preserve, grow, and transfer wealth with purpose. My practice is centered on delivering sophisticated planning strategies designed to address the unique financial challenges that accompany significant wealth, including estate planning strategy, asset preservation, retirement planning, business succession, and multigenerational wealth transfer. 

I earned a Bachelor of Science in Finance from Duquesne University and an MBA from Wheeling Jesuit University. I hold FINRA Series 7 and Series 66 securities registrations, along with a Life, Accident, and Health Insurance License. Through a comprehensive planning process, I work closely with clients and their team of legal and tax professionals to develop coordinated strategies that align investment management, tax efficiency, risk management, and legacy planning. 

My approach extends beyond portfolio management. I believe true wealth planning requires a deep understanding of a family’s goals, values, and long-term vision. Whether helping a business owner prepare for a successful transition, guiding a family through their estate planning decisions, or assisting retirees in preserving wealth for future generations, my focus remains on providing thoughtful advice and personalized solutions that create lasting impact.

I am committed to building long-term relationships founded on trust, transparency, and exceptional service. By serving as a strategic advisor and advocate, I help clients navigate financial complexity with confidence while positioning their wealth to support the people and causes that matter most.

Outside of the office, my wife, Andreah, and I live in Wheeling with our two sons, Christian and Liam, and our rescue dog, Ollie. We are members of Our Lady of Lebanon Church and enjoy spending time together as a family throughout the Ohio Valley. In my free time, I enjoy golfing, skiing, following the Pittsburgh Penguins, and creating lasting memories with family and friends. 

CA Insurance license number: 0M27510         Resident State: WV

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

Financial Advisor

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 registrations, as well as Life, Accident and Health Insurance Licenses. I also hold the Accredited Asset Management Specialist™ designation, and I am a CERTIFIED FINANCIAL PLANNER® 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, and Vice President of the Saints and Sinners, which raises funds for various charities. 

 

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 FINRA Series 7 and 66 securities 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 have been a lifelong resident of the Ohio Valley, but after my wife Madi and I married in the fall of 2024 we relocated to Washington PA.  We are expecting our first child in March 2026.  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 and our spoiled Goldendoodle Emmy, as well as visiting family and friends.


 

CA Insurance license number:  4363546    Resident State PA

My Story: 
The financial services industry is very much a family business for me – I proudly have followed in my father Andy McKenzie, Managing Partners 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 FINRA 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 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 FINANCIAL PLANNER® professional for three decades. I have been included in the Barron’s Top 1,200 State By State Advisors** listing from 2015-2024 and routinely recognized by Forbes Best-In-State Wealth Advisors from 2018-2024*.
 
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 Delray Beach, Fl., 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.


CA Insurance License number:  0D28028   Resident State:  FL

2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com).  2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22.  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.  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.

2024 Barron’s Top 1,200 State By State Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023 (Source: Barrons.com).  2023 Barron’s Top 1,200 State By State Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022.  2022 Barron’s Top 1,200 State By State Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021.  2021 Barron’s Top 1,200 State By State Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020.  2020 Barron’s Top 1,200 State By State Advisors: Awarded March 2020; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019.  2019 Barron’s Top 1,200 State By State Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018.  2018 Barron’s Top 1,200 State By State Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017.  2017 Barron’s Top 1,200 State By State Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016.  2016 Barron’s Top 1,200 State By State Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept. 2015.  2015 Barron’s Top 1,200 State By State Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept. 2014.  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:

As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance - with the highest level of professional service - in building and preserving wealth for my clients.

I worked for 4 years with Edward Jones, before joining Wells Fargo Advisors in 2016. In 2023, I joined McKenzie Riedel Wealth Management of the Wells Fargo Advisors Financial Network. I hold bachelor’s degrees in economics and public Administration from the Miami University of Ohio. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER® designation, or CFP®, practitioner designation from the Certified Financial Planner Board of Standards, Inc., CFP Board. For this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. My mission is to provide every client with targeted, comprehensive investment advice and portfolio management - delivered with the highest level of personal service and professional integrity. This commitment to service also carries over to my involvement with our local community. I am active with the Ohio Valley Estate Planning Council and the city of St. Clairsville Zoning Board.


What do I do on the weekend?
Away from the office, I spend my time with my wife Kristen and our daughters Layla and Sienna and son Theo in our home in St. Clairsville. We enjoy being active in their communities, time with family and friends, traveling, playing volleyball, and living a healthy lifestyle. I am an avid golfer and participate in many events to help local causes.

CA insurance license number: 4229154     Resident State: OH

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.

As a Senior Operations/Administrative Manager with over 41 years of experience in financial services, my focus is on efficiency, accountability and service excellence.  I am proud to be the voice that clients hear as one of the first points of contact and 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 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.

About Me        

Originally from Pittsburgh, I grew up in Wheeling where I currently reside with my family. I have over a decade of experience working in the financial industry, previously being employed by Morgan Stanley, WesBanco, and Main Street Bank. I enjoy building strong client relationships by providing exceptional customer service. I’m excited to be working with the McKenzie Riedel team to help clients reach their financial goals.
 
What do I do on the weekend?
I enjoy exploring nature through hiking trips, traveling to new destinations, and frequenting the Ohio County Public Library with my husband and two daughters. We also love taking our dogs on walks at Oglebay Park. In my spare time, I enjoy cooking, gardening, and working on my creative arts skills.

I was born and raised in the Ohio Valley where I earned an Associate Degree in Applied Science focusing on Respiratory Therapy. I spent much of my workforce in Columbus, Ohio committing myself to patient care. After going through a life altering experience, I moved back to the area with my two sons. My boys are my world, they both attend WVU so every minute with them is precious.

 

In 2019, I began my financial career at Main Street Bank where I started as a teller and quickly moved to customer service working with accounts, CD’s and IRA’s.  I was promoted to the loan department specializing in mortgage and consumer loans. I gained a lot of knowledge and great customer relationships that I now look forward to using at McKenzie Riedel Wealth Management. I am very fortunate and excited for this journey.

 

What do I do on the weekends?

We are die hard Mountaineer fans and love to spend time outdoors whether its traveling, fishing, spending time with my parents or simply walking our dogs.