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Our Team
Jason C. Haswell

Jason joined The Monteverde Group as Managing Director of the Wheeling office and in 2010.  He is a Magna Cum Laude graduate of Bethany College with a degree in history, where he won the Chapman Prize for the highest GPA within the major and was named the Senior Fellow.

Jason has 19 years experience in the investment and financial planning industry.  Specifically, he has extensive experience in investment management, estate planning, and retirement planning.  He works closely with estate planning attorneys and CPA's to develop strategies for the preservation and transfer of wealth for high net worth individuals.  He also has extensive experience in business succession and legacy planning.

Jason has been involved with The United Way of the Upper Ohio Valley for a number of years as an active volunteer serving on various committees, board of directors and helping with special events.  He is currently serving on the board as Vice President.  He has previously served on the Board of Directors for Make A Wish for Northern West Virginia, Community Foundation for the Ohio Valley, and has served as past chairman for the Scramble for Scouting annual golf event, which benefits the Boy Scouts of America.  He is active supporter of West Virginia University as a member of the Woodburn Circle Society, as well as The Mountaineer Athletic Club.  

Jason holds a FINRA Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Exam), and Series 65 (Uniform Investment Advisor Law Exam) licenses and is a Registered Representative and an Investment Advisor Representative with Royal Alliance Associates, Inc.




Teresa A. Kovalski

Teresa joined The Monteverde Group in 2010 as the Client Relations Manager of the Wheeling office. 

Teresa’s career began in the banking industry more than two decades ago.  Her previous positions include executive, brokerage and trust assistant, accounts receivable and payable and human resources. She is adept in the areas of purchasing, marketing, event planning and office budgeting.

At The Monteverde Group, Teresa is responsible for client administration, compliance and servicing. Her desire to build strong client relationships and process their requests in a timely, efficient and satisfactory manner is essential to the success of our office.

Teresa is continuing her education in the brokerage and insurance fields and strives to stay abreast of the newest advancements. 

She is an active member of the Civitan Club of Wheeling and enjoys being a part of the local community.

Teresa and her husband, Jim reside in Rayland, Ohio and have two children.  

 




Jamie L. Drosieko

Jamie joined The Monteverde Group as an Administrative Assistant in 2015.

Boasting more than a decade of customer service experience in the Wheeling area, Jamie was a tremendous addition to The Monteverde Group. She is enthusiastic and eager to learn all areas of the business.

Her current duties include answering phones, receiving documents, managing files and providing administrative support.

Jamie and her husband, Chris, married a year ago and are looking forward to starting a family. The pair currently resides in Colerain, Ohio.

  

 




Anita M. Carenbauer

Anita joined The Monteverde Group as an Administrative Assistant in 2013.

She earned an undergraduate degree in Dental Hygiene and a Master’s Degree in Community Health Education before joining The Monteverde Group where she provides administrative support on a part-time basis.

Anita is actively involved in several community organizations and boards in Wheeling. She very much enjoys devoting time and efforts towards the betterment of the Friendly City.

Anita and her husband, Frank  reside in Wheeling and have three children 

 





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*Securities and Investment Advisory Services offered through Royal Alliance Associates, INC, member FINRA/SIPC.
Insurance services offered through The Monteverde Group, LLC., which is not affiliated with Royal Alliance.  Royal Alliance Associates does not offer tax or legal advice.


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