Team

Welcome, we’re Cardinal Wealth Management LLC, a Wealth Management and Financial Planning 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

Greg Metcalf, AIF®, CWS®, RFP®, RFC®

Registered Securities Principal

(740) 314-8342

(740) 275-4276

gmetcalf@1stallied.com

Gregory R. Metcalf, AIF®, CWS®, RFP®, RFC® is a Partner and Wealth Manager at Cardinal Wealth Management, LLC. With over 29 years experience in the Investment and Insurance Industry, Greg has helped many individuals,...

Richard Desman, CFP®, CLU ®, ChFC ®

Retired Partner, Financial Planner

Richard J. Desman, CFP®, CLU®, ChFC® is our Retired Founding Partner and Financial Planner at Cardinal Wealth Management. Rick has over 40 years of experience in the Financial Services Industry. He earned a B.S...

Beth Metcalf

Director of Operations

(740) 314-8342

(740) 275-4276

bmetcalf@1stallied.com

Beth Metcalf has been the Office Manager...

Sue Pevac

Financial Advisor

(740) 314-8342

(740) 275-4276

spevac@1stallied.com

Sue Pevac is a skilled financial professional with over 13 years of financial services industry experience achieving success in a variety of roles with increasing levels of responsibility bringing experience with regulatory inquiries...

Jennifer Pizzoferrato

Client Services and Marketing Specialist

japizzoferrato@1stallied.com

Jennifer Pizzoferrato brings over 30 years of Administration, Management and Information Technology experience to our team...