Our Team

Chesneyteam

We believe in delivering the best in wealth planning because we expect nothing less from ourselves. Our responsive and attentive team is made up of creative thinkers whose educational backgrounds, life experiences and deep financial planning and investment knowledge allows for an equally creative view of the world.

Sheila-sm

Sheila M. Chesney
Principal

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Lisa-sm

Lisa D. McFee
Manager of Operations

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Charlotte-sm

Charlotte R. Murrell
Portfolio Administrator

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Nancy-sm

Nancy S. Harvey
Client Services Specialist

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Jenna-sm

Jenna Bonner Barker
Technical Specialist – Financial Planning

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Learn about the type of Clients with whom we best fit.