Gregory R. Metcalf RFP®, RFC®, CWS®, AIF®, is a Partner and Wealth Manager at Cardinal Wealth Management, LLC. With over 22 years experience in the Investment and Insurance Industry, Greg has helped many individuals, families and small businesses with their financial needs and goals. He is a 1986 graduate of Catholic Central High School in Steubenville, a 1990 graduate of Ohio University with B.B.A. in Finance, and holds the Series, 6, 7, 65, and Life Insurance licenses. In 2014 Greg obtained one of the industry’s newest certifications, the Certified Wealth Strategist® designation, administered by Cannon Financial Institute. In 2015, he attained the Accredited Investment Fiduciary Designation (AIF®) from the Center for Fiduciary Studies. This designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. Greg is very active in his community, and currently serves as 3rd ward councilman for the City of Steubenville. He is a member of the Masonic Lodge #691 and the Valley of Steubenville Ancient Accepted Scottish Rite. He has also served as a volunteer girl’s softball coach for many years, taught financial education courses to Junior High students for over 8 years, and enjoys playing tennis in his free time. Greg is a member of the Financial Planning Association, the Financial Services Institute, and the Jefferson County Chamber of Commerce. He received the distinguished Valley Service Award from the Valley of Steubenville Ancient Accepted Scottish Rite in 2011, as well as the Outstanding Alumni Award from Catholic Central High School in 2009. Greg and his wife Beth are proud parents of three daughters, Molly, Madeline, and Maya.
Richard J. Desman, CFP®, CLU®, ChFC® is a Partner and Financial Advisor at Cardinal Wealth Management. Rick has over 40 years of experience in the Financial Services Industry. He earned a B.S. degree from Ohio University in 1971, and holds several prestigious professional designations. Rick has served his local community by hosting “Moneyline”, a local radio talk show for 14 years, and co-hosting with Greg Metcalf, a local TV program called “Financial Focus” for 3 years. He had also written a financial column for our local newspaper in the Sunday edition for over 4 years. Rick taught an adult investment course at the Joint Vocational School for 5 years, and on the state level produced and taught Continuing Education courses for the Ohio Bar Association and the State Board of Accountancy. He specializes in the Senior Market and uses his experience to provide products and services to help his clients reduce risk and provide legacy planning for their heirs. Rick is active in the local community and currently serves as the Chairman of the Jefferson County Board of Elections. He resides in Steubenville with his wife Mary Jane, and they are proud parents of two adult children, Garrett and Courtney.
About First Allied Securities, Inc.
First Allied Securities, Inc., serves as the firm of choice for independent financial advisors who seek to grow their businesses. First Allied’s exclusive business development platform has been constructed to provide entrepreneurial advisors with the industry’s most comprehensive platform for growth. First Allied is a member of Cetera Financial Group,RCS Capital Corporation’s (NYSE: RCAP) retail investment advice platform. As of December 31,2014 First Allied had approximately $31 billion in assets under administration and 785 affiliated financial advisors. First Allied Securities is part of First Allied Holdings, which also includes The Legend Group, a specialized provider of investment and retirement solutions to the not-for-profit space, including 403b accounts.
RCS Capital Corporation (NYSE:RCAP) is a full-service investment firm expressly focused on the individual retail investor. With operating subsidiaries including retail advice services, wholesale distribution, investment banking, capital markets, crowd funding, RCS Capital business is designed to capitalize, support, grow and maximize value for the investment programs it distributes and the independent advisors and clients in serves. Additional information about RCS Capital can be found at www.rcscapital.com. RCS Capital may disseminate information about itself, including the results of its operations and financial information, via social media platforms such as Facebook, LinkedIn and Twitter.