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Financial Resources & Consulting Team
great service starts with a great team

How We Work

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Brittany M. Ullman

Business Coordinator

304-397-6517

Brittany manages all client services for the firm. Whether you are opening a new account, updating information for your financial plan, initiating retirement plan distributions or scheduling a meeting, she is responsible for making it...
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Chasity Stricklin

304-397-6517

Chasity is responsible for all of the day-to-day financial operations of the firm. Her role is making sure we have all of the resources and tools necessary to maintain efficient operations. Chasity received her Bachelor’s Degree...
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Kyle Jervis

Kyle works as an intern for the firm. He is currently a full-time student at Cedarville University studying accounting. His role is managing the website and social media, as well as gaining an inside look at the financial planning...
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Whitney Stricklin - CFP®

304-397-6517

wstricklin@moneyconcepts.com

Whitney P. Stricklin has been in the financial industry since September 2001 and a Certified Financial Planner since September 2007. He focuses on financial planning and consultation, primarily working with individuals on asset...

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