Managing Partner, CERTIFIED FINANCIAL PLANNER™ professional
What is the most valuable thing you’ve learned from your clients?
You can never communicate too much. Give your clients the comfort of knowing their nest eggs are in the hands of a professional. Our clients appreciate being informed of their progress and challenges.
What do your clients keep repeating when describing their experience with Scarborough?
My clients sincerely appreciate the personal relationship we’ve developed over the course of working together.
What’s the most exciting or rewarding aspect of helping people save for retirement?
The conversations I have with a client, whether that conversation takes place on the porch while the grandchildren are running around by the pool or on the day after they retire. We play a role in helping to make life goals come together, and we take great satisfaction in that.
Can you share a favorite kernel of wisdom for those just starting to invest and save?
Keep your head down and save as much as you can. Find an advisor you can trust and whose fees are transparent and reasonable.
What professional accomplishments make you most proud?
Being part of a group that was able to buy the firm from its founder.
How do you give back to the community?
We participate in as many fundraisers that help the local community as we can.
Tell us what you love about the energy behind the new Scarborough brand.
I love the new energy of engagement that we’ve adopted. We’re holding more and more events to get us better acquainted with clients and the community.
What are your personal interests and passions?
Spending time with my family on our boat.
Education & Designations:
University of Maryland, Baltimore County, BS, Economics
Northwestern University, Certificate in Financial Planning
CHARTERED RETIREMENT PLANNING COUNSELOR℠
CERTIFIED FINANCIAL PLANNER™
Registration & Licenses:
FINRA Series 7 & 66 Registrations
Life and Health Insurance Licensed
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.