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Our Team

How We Work

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 strive to develope 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.

Our team approach adds perspective to all we do and helps provide increased benefits to our clients.

Great service starts with a great team!

Brittany Ullman, Assistant in Scott Depot, WV

Brittany Ullman

Business Coordinator

Chasity Stricklin, Assistant in Scott Depot, WV
Whitney Stricklin, Financial Professional in Scott Depot, WV

Whitney Stricklin CFP

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