Chandra is responsible for the smooth, efficient, day-to-day business operations of the firm. Her education and background in banking and finance complement these firm duties and, in addition, provide our clients with an added and experienced resource for their straightforward financial questions.

Previously, Chandra was a Trust Administrator for United National Bank in Charleston, WV where she administered various trust department accounts for high net worth clients. Earlier in her career, she was a bank operations associate with American Fidelity Bank in Knoxville, TN.

Clients appreciate the professional, yet very personal, line of communication that Chandra provides into the firm. She is an unparalleled resource that enhances every client/firm relationship and makes it possible for us to provide client services in a extraordinarily friendly and efficient manner.

Education

BSBA in Finance, West Virginia University