Team

Welcome, we’re Cardinal Wealth Management LLC, a Financial Services firm in Steubenville, Ohio. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our Financial Planners and staff have over 85 years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 740-314-8342

Gregory R. Metcalf, AIF®, CWS®, RFC®

Owner and Registered Securities Principal

(740) 314-8342

(740) 275-4276

gmetcalf@cardinalwealthmanagement.com

Greg is the Owner, Founding Partner, and Registered Securities Principal at Cardinal Wealth Management. With over 32 years of experience in the Investment and Insurance Industry, Greg has helped many individuals, families, and small...

Sue Pevac

Financial Advisor

(740) 314-8342

(740) 275-4276

spevac@cardinalwealthmanagement.com

Sue Pevac is a skilled financial professional with over 15 years of experience in various roles in the financial services industry. In her current role as a financial planner, Sue is an articulate communicator with strong analytical,...

Beth Metcalf

Director of Office Operations and Business Development

(740) 314-8342

(740) 275-4276

bmetcalf@cardinalwealthmanagement.com

Beth Metcalf has been the Office Manager...

Ger McGill

Administrative Assistant

740-314-8342

Ger joined our team in 2023 as a part-time Administrative Assistant. She has over 33 years of experience with office operations in the Insurance and Financial Services Industry. Ger is a former marathon runner and still stays...

Julie Picard

Office Operations Assistant & Client Services Coordinator

740-314-8342 ext 104

740-275-4276

jpicard@cardinalwealthmanagement.com

Julie Picard is the newest member of our team with 25 years of experience in Project Management in multiple fields. She is a detailed and organized Client Service Specialist with a heart for the client and wants to make their...

Tedy Metcalf

Director of First Impressions

Tedy has been part of our office since February 2017. He enjoys greeting clients as they come in the office, getting his belly rubbed, and enjoying the occasional treat.