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 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.
Shawn P. Rohrig
President
304-830-5967
Shawn P. Rohrig is a CERTIFIED FINANCIAL PLANNER™ and adheres to the CFP® Board’s Code of Ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. He is also a Chartered...
Christine Williams
Advisor Assistant
304-830-5967
Khoury Kloss
Associate Advisor
Khoury holds the Financial Services Certified Professional® (FSCP®) Designation. The FSCP® designation, conferred by The American College of Financial Services, is a respected mark of excellence recognizing Khoury’s financial knowledge,...