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Meet the Team

We'll help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals.

Beth Metcalf

Beth Metcalf

Director of Office Operations and Business Development

(740) 314-8342

(740) 275-4276

Ger McGill

Ger McGill

Administrative Assistant

(740) 314-8342

Julie Picard

Julie Picard

Office Operations Assistant & Client Services Coordinator

(740) 314-8342 ext 104

(740) 275-4276

Tedy Metcalf

Tedy Metcalf

Director of First Impressions

Client Centered

Meet Our Team in Steubenville

Our team of investment advisors bring a dynamic, diverse skill set to the table. We're not your typical suits, we're music lovers, foodies, athletes, and more. We believe that building strong relationships with our clients is just as important as building their wealth. Supporting our advisors is a seasoned, friendly, and dedicated operations staff ready to serve your needs.Our mission is to simplify your lives, to guide our clients through crucial life transitions and help them pursue their desired return on life. Click below to learn more.

Work With The Best in Steubenville and the Surrounding Areas.

Work With The Best in Steubenville and the Surrounding Areas.

We are a family driven financial services firm trusted to work for our clients to provide highly personalized financial services throughout our client’s lifetime. Our independence allows us to offer you an objective approach to serving your investment needs.
Supporting us, and especially you, is a seasoned and dedicated operational staff aimed to provide the most desirable service experience possible. Whether you are just starting to save for the future or you are a seasoned investor we have the experience to direct you towards reaching your financial goals.

Schedule a Consultation

Service… Passion… Dedication… and most importantly YOU. Replace Your Financial Anxiety with Relaxed Confidence. Let’s talk and see how we can help you.

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