At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Executive Management Team

Randy Young, Sr.

Randy Young, Sr. RFC®, LACP

President and CEO - Registered Financial Consultant

304-741-3909

304-935-2230

Rosemary Shrader

Rosemary Shrader

Operations Manager / Executive Assistant

304-935-2230

Kerragan Young

Kerragan Young

Marketing Coordinator / Executive Assistant

304-935-2230

Brad McDaniel*

Brad McDaniel*

DSM Charleston, WV / Director Of Health InsuranceSales

304-553-2812

Team Members

Sylvia Umbles

Sylvia Umbles

DSM - Northern-OH / Financial Advisor

419-575-0036

Adriana Hawk

Adriana Hawk

DSM - Central Ohio / Financial Advisor

614-348-9290

614-991-6569

Timothy Munley*

Timothy Munley*

Financial Representative - Grove City, Pennsylvania

724-372-3465

Amy Sloan*

Amy Sloan*

Agency Manager - Chillicothe, OH

740-600-2882

Justin Bosley*

Justin Bosley*

Agent - Parkersburg, West Virginia

304-966-4672

Jennifer Hoffman*

Jennifer Hoffman*

Agent - Charleston, West Virginia

304-444-5126

Paul Fields*

Paul Fields*

Agent / Broker - Charleston, WestVirginia

304-356-7051

Ronald 'Trei' Kelley*

Ronald 'Trei' Kelley*

Agent / Broker - Charleston, WestVirginia

(804) 239-4777

Michael Scott*

Michael Scott*

Agent / Broker - Charleston, WestVirginia

304-542-1938

Miranda Flanagan*

Miranda Flanagan*

Medicare Agent/Broker - Charleston, WV

304-553-1356

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have 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.