McKnight 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 28+ 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.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Stephanie Stephens McKnight
Vice President, Financial Advisor
606-329-0786
Building trust through honesty and integrity is my goal. Utilizing a process to get to know my clients personally allows them to...
Victoria Jo Wellman
Client Specialist
Extended Wealth Center Team
Our extended team consists of experts in wealth planning strategies, tax planning, complicated estate planning, and Trusts. We also have legal experts standing by when the need arises. For our business owners, we have a Business Owner Solution Team ready to help our clients with challenging landscape of owning a business.
Leo Whitt
Business Owner Solution
John Mascarich
Business Owner Solution
Veruschka Halligan
Wealth Planner
Jessica Bell
Estate Planner
Jessica Newman
Legal Counsel
Timothy Steffen
Advanced Planning
Kelsey Clair
Senior Tax Strategist