Broker Check
 

Gregory R. Metcalf
RFP®, RFC®, CWF®, AIF®


Richard J. Desman
CFP®, CLU®, ChFC®


Sue Pevac

 
626 North 4th Street
Steubenville, Ohio 43952

740.314.8342
Fax: 740.275.4276
gmetcalf@1stallied.com
 

Team

 

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,...

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Richard J. Desman, CFP®, CLU®, ChFC® is a Partner and Financial Advisor at Cardinal Wealth Management, LLC. Rick has over 40 years of experience in the Financial Services Industry. He earned a B.S. degree from Ohio...

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Beth has been the Office Manager since the firm's founding in 2013.

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Lacey Fleming

Client Relations Specialist

740-314-8342

740-275-4276

Lacey has been a member of the Cardinal Wealth team since 2017. She assists with daily operations.

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Sue Pevac

Financial Advisor

740-314-8342

740-275-4276

Sue Pevac is a skilled financial professional with over 11 years of financial services industry experience achieving success in a variety of roles with increasing levels of responsibility bringing experience with regulatory inquiries...

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