Meet the Team

The Orion Team

Our team remains dedicated to providing the highest quality of service to everyone, we want all our clients to confidently achieve their retirement goals.

Allen D. Poe, AIF^®, CLU^®

Co-Founder & Financial Planner

My wife Rocio and I live in Timberlakes, a beautiful small mountain community outside Heber City Utah. While attending WVU I became Fascinated with investments and finance. I began to live my passion working with a large Chicago firm...

John M. Stolar, AIF^®

Co-Founder & Financial Planner

I am originally from the Pittsburgh area and came to Morgantown to attend West Virginia University. Following my master’s degree, I entered the financial services industry. My wife Lisa and I will be celebrating 33 years of...

Isaac T. Stolar CFP®

Financial Advisor

Isaac Stolar was born and raised in Morgantown, West Virginia. He married his beautiful wife Katie in the spring of 2020 after meeting at the Pittsburgh Zoo and had their first son in spring of 2024. Isaac grew up watching his father...

Janet A. McConnell CPA

Financial Planner

Jan currently resides in the Pittsburgh area and grew up in a small western Pennsylvania town where she was raised on small-town values, helping neighbors and developed a real sense of community. Jan received her formal education...

Ann Banks

Office Manager

Born in Dublin, Ireland, Ann made her way to Morgantown, WV via Vancouver, Canada. She brings a wealth of life-skills, knowledge, and experience to her role as Orion Financial Office Manager. Versed in the art of communication, Ann...

Lauren Metheny

Operations Manager

Lauren was born and raised in West Virginia and moved to Morgantown in 2007 to attend West Virginia University. She fell in love with the college town and never left! She lives in the Cheat Lake area with her husband, Mike, and two...

John C. Halley IV, MBA

Financial Planner

336-791-0588

jhalley@cfiemail.com

John C. Halley IV and his wife Tammy live in Greensboro, NC. They enjoy spending time with their children, Eli, Brooke, and Wesley. As the longtime CFO of a manufacturing company, John saw firsthand the difficulties that arise when not...

Edison White

Financial Advisor

ewhite@cfiemail.com

“Edison is a native of Salisbury, NC and still resides there. Edison’s interest in financial advising and Orion Financial began back in 2021. That same year he was visiting Utah for the first time with John Halley when he met Allen Poe...

Lisa M. Maier

Client Services Manager

Lisa was raised in S.W Florida and lives in Summerfield, NC with her husband of over 30 years. She is the proud mother of two sons and a daughter, all of whom have diverse interests and talents, including photography, videography,...

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Our Company

Orion Financial offers all-encompassing services for our clients. Our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job.

Our Commitment

Whether you are experienced in the world of financial matters or are just starting to build your portfolio, Orion Financial can help you every step of the way.

Our Principle

Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at Orion Financial aims to provide a continued education that will strengthen our working relationship.