Broker Check

Team

 

Roger is Co-Founder and Chief Financial Officer of Commonwealth Financial Services, LLC founded in 2003. He graduated from West Virginia University in 1976 with a Bachelor of Science degree, majoring in finance and accounting .

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Todd is a Co-Founder, Chief Operating Officer, and Chief Compliance Officer of Commonwealth Financial Services, LLC, founded in 2003. Todd has been serving clients as a personal financial advisor since 1980 .

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Mike is Co-Founder and Chief Investment Officer of Commonwealth Financial Services, LLC founded in 2003. He graduated from West Virginia University's College of Business and Economics with a Bachelor of Science Business Administration in...

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Daniel joined Commonwealth Financial Services in April of 2014. He graduated from Marietta College with a Bachelor of Arts degree, majoring in finance and accounting. He currently holds his Series 7 registration

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Joyce began working in the financial services industry in 1976 and she has been with Commonwealth Financial Services since its inception in 2003. Joyce holds the position of Director of Client Services where she oversees all...

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Shanell is the Managing Director of Client Services for Commonwealth Financial Services (CFS) and has been with our firm since July of 2008. Shanell currently holds the Registered...

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Brenda joined Commonwealth Financial Services in March of 2014 bringing 25 years of financial analysis experience in the information technology and banking industries. Brenda has a Bachelor of Science in Business Administration degree.

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Alyssa joined Commonwealth Financial Services in June 2011 as an Operations Associate and she is now a Client Services Specialist. Alyssa graduated from West Liberty University with a Bachelor of Science in Business Administration...

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Heather is the Client Services Coordinator for Commonwealth Financial Services. She is a graduate of Bradford Business School in Columbus, Ohio and has been with our firm since March 2013, bringing to us an extensive background in...

 

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Melissa is a Client Services Representative for Commonwealth Financial Services and she has been with our firm since April 2014. Melissa (Missy) has over 13 years of financial experience in customer service and she has also worked in...

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Bridget is the Client Services Associate for Commonwealth Financial Services. She joined the firm March 2015 with over 10 years of experience in customer service. Bridget’s primary responsibilities include assisting the advisors...

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Contact

Parkersburg Office
225 College Parkway
Suite 101
Parkersburg, WV 26104

Phone: (304) 422-3531
Fax: (304) 428-6222
Toll Free: (800) 422-4644

Wheeling Office
21 Warden Run Road
Suite 101
Wheeling, WV 26003

Phone: (304) 230-2384
Fax: (304) 230-2385
Toll Free: (866) 266-5955

Email Our Team

Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Arbor Point Advisors, LLC. Commonwealth Financial Services, Securities America Inc., and Arbor Point Advisors LLC are separate entities.

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