As AI becomes more prevalent in our day-to-day lives, we are committed to safeguarding client assets, privacy, and trust. We not only keep pace with the threats that AI poses, but proactively defend against them. Learn more #AI#wealthmanagement#fiduciary
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On this #memorialdayweekend, we remember and honor those who paid the ultimate sacrifice serving our great country and protecting our personal freedoms โค๏ธ๐ค๐ God Bless the USA
Congrats to Janelle Grandstaff for her promotion to Operations Coordinator! Janelle is nearing her 5yr work anniversary, and we are so lucky to have her on our team...strong work ethic, attention to detail & one of the happiest people you will ever meet! ๐ฏ๐
"May you be poor in misfortune, rich in blessings, slow to make enemies, quick to make friends. But rich or poor, quick or slow, may you know nothing but happiness from this day forward." โ๏ธ HAPPY ST. PATRICK'S DAY from our family to yours! โ๏ธ
On this #NationalLeadershipDay, we highlight our amazing Executive Leadership Team for all they do to support, guide, and inspire our McKinley Carter Family ๐ฉต #Blessed
We are very pleased to announce the promotion of Jessica Becker, SHRM-SCPยฎ, to director of Human Resources โ an integral role in shaping the HR landscape at McKinley Carter. Jessi is a graduate of Wheeling Jesuit University #MCWS#professionaldevelopment#BestPlacesToWork2025
We are very pleased to announce that Client Coordinator Rich Oliver has earned the Financial Paraplanner Qualified Professionalโข (FPQPยฎ) designation. Rich is a graduate of @OhioState with a degree in Financial Services. Congratulations, Rich! #ProfessionalDevelopment#RIA
Today we are pleased to welcome back former summer intern Ethan Klie to our team as a part-time client coordinator supporting our Pittsburgh advisory team during his final semester at @GroveCtyCollege. Great to have you back, Ethan! #masteryourwealth#pittsburgh#advisoryteam
Cryptocurrency has garnered significant attention recentlyโa hot topic of discussion in both financial circles and politics. But what exactly is it? How does it work? Learn more #masteryourwealth#cryptocurrency#wealthmanagement https://t.co/6YXpP66ktt
We are very pleased to announce that Client Coordinator Adam Headley has earned the Financial Paraplanner Qualified Professional (FPQPโข) designation. Adam is a graduate of Miami University (Accountancy). Congrats, Adam! #ProfessionalDevelopment#fiduciary#RIA#daytonohio