Ian is a native of Greenbrier County and has throughout his career focused on the needs of business owners and successful families. With an emphasis on thoughtful planning and portfolio management, Ian has been able to deliver a tailored experience to his clients. He is a graduate of Oral Roberts University and is a certified investment management analyst (CIMA®), as well as holding his Series 7 and Series 66 registrations.
Wealth Advisor - Partner
Ian serves in the local community as a volunteer leader in his church as well as in area community organizations. Away from the office Ian enjoys spending time with his friends and family. He is happily married to his wife Nikki and they have 3 children. Ian enjoys mountain biking, skiing, hiking, photography and activities with the family.
Wealth Advisor - Partner
Sam is a founding partner of Vandalia Wealth Management. Sam has over 35 years of retail and institutional investment consulting experience, ranging from Corporate Retirement Plans, Taft-Hartley, Corporate and Personal Trusts. He is a graduate of West Virginia University Institute of Technology and holds the Series 7, Series 63 and Series 65 registrations as well as holding insurance licenses. Sam was recognized as a Premier Advisor for Wells Fargo Advisors. This recognition is held by a select group of Financial Advisors within Wells Fargo Advisors and reflects a high level of professional achievement as measured by completion of educational components, business production and professionalism.
Sam is a very proud native of Charleston, West Virginia and makes time to serve the people of his community through involvement in many organizations with emphasis in the arts, health and education. Sam served as President of the Board of Directors for the Capitol Market and serves as a Mentor for MBA candidates at the University of Charleston. Sam shares his enthusiasm for automobiles with his son Andrew and enjoys skiing down Cup Run at Snowshoe, WV.
Lois is a founding partner of Vandalia Wealth Management. Prior to this she served in multiple capacities in her 30+ year career with Wells Fargo Advisors. Her experience includes corporate positions in Strategic Planning, Cash Management and Unit Trust Sales and Trading. For the last 20 years she provided investment consulting to successful individuals, corporations and institutional organizations to help build, preserve and transfer wealth. She has been recognized as a Premier Advisor for Wells Fargo Advisors with acknowledgement for “Best Practices” for many years. Lois was also recognized as a 2018 West Virginia Wonder Woman. Presented by WV Living magazine to acknowledge the women making West Virginia a better place to live. She provided the keynote address for the University of Charleston School of Business & Leadership Class of 2019 Hooding Ceremony. Lois is a graduate of the University of Florida, and holds her Series 7, 63 and 65 securities registrations in addition to insurance licenses.
Wealth Advisor - Partner
Passionate about giving back to her community, Lois has served in voluntary leadership for multiple community organizations including, President of the board of directors of the Charleston YWCA and their Finance and Investment Committees; the Tamarack Artisan Foundation Board of Directors and their Finance Committee; a founding member for the Charleston Chapter of WELD (Women for Economic and Leadership Development); and, Steering Committee Member for Capitol Market. In her free time, she can be found with her husband Sam hiking or skiing the West Virginia hills.
Wealth Advisor - Partner
John has over 23 years of experience in providing private client and institutional investment consulting services. John also has extensive experience in cash flow management, lending capabilities, retirement plans and providing assistance in potential merger and acquisition activities. John graduated from Concord University with a Bachelor’s degree in Finance and holds a Masters of Business Administration from West Virginia University. John holds the Series 7, Series 63, Series 65 and Series 31 registrations as well as several insurance licenses.
John resides in Winfield, WV with his wife Michelle and their three children—Garrett, Haley and Owen. He serves as a coach and board member on multiple youth athletic programs as well as a volunteer for various charitable organizations in the area. He relishes time spent with his family, working on his farm in Ohio and just about anything to do with the outdoors.
Wealth Advisor
Dave has over 20 years of experience in private client consulting and investment advice. As a Certified Financial Planner, CFP ®, his focus is on making Financial Planning personal. Dave is a graduate of Marshall University with an ASN in Nursing and a Regents bachelor’s degree. He holds a Series 7, 63, 65 securities registrations as well as various insurance licenses.
Dave is a lifelong resident of West Virginia and lives in Scott Depot with his wife Debbie. They have 2 children and 2 grandchildren. He shares his expertise as an instructor of financial literacy through his church as well as teaching courses at West Virginia State University. Dave is passionate about his church, his love of the outdoors and his family farm.
Wealth Advisor - Partner
Having decades of experiences, Kathy considers every aspect of your financial life as being just as important as any other. Getting to know you and what you consider important is how she can best help you connect all your financial dots to get where you want to be. Kathy has been in the financial services industry since 1979 beginning with her role as a trader with Abu Dhabi International Bank in Washington, D.C. A West Virginia University M.B.A. graduate, she was in the first graduating class of the Executive M.B.A program. From beginning with big questions to help understand your goals to determining strategy, performing personalized planning, and constantly assessing your plan, Kathy delivers what you would expect from your wealth advisor.
Like many of her clients and friends, Kathy is dedicated to community improvement and family is foundational. She is a board member with several local institutions of worship as well as a spiritual director working with the West Virginia Institute for Spirituality. Her two sons and four grandchildren are a source of enormous joy and as with her clients, she is woven into their lives in meaningful ways.