Archives: Team Members

Ryan Allen
Nov 26, 2025
Ryan works closely with Advisors to make sure your accounts are well taken care of. He manages the details behind […]
Lauren Skayhan
Nov 26, 2025
As a Client Service Associate, Lauren focuses on supporting client relationships and financial planning operations, including managing account details, paperwork, […]
Rob Roberts
Nov 26, 2025
As a Relationship Manager at Scarborough Capital Management, Rob focuses on helping organizations and their employees make smarter retirement and […]
Dylan Sylvester
Nov 26, 2025
Dylan works with Advisors to help ensure your accounts run smoothly and efficiently. Whether you need help checking your balance, […]
Reese Corley
Nov 26, 2025
As Chief Compliance Officer at Scarborough Capital Management, Reese ensures our business operates with integrity, transparency, and trust. With over […]
Vanessa Franck
Nov 12, 2024
Vanessa is a key player behind the scenes, ensuring the seamless operation of the firm’s high-level services. With a focus […]
Allison Bateman
Nov 12, 2024
Allison plays a vital role in supporting Advisors by managing the administrative details of client accounts. From facilitating the paperwork […]
Matteo Briscoe
Jun 10, 2024
Matteo assists Advisors to take care of your accounts. Whether you need to schedule an automatic distribution, request a statement, […]
Sydney White
Jun 10, 2024
Sydney works directly with Advisors to take care of your accounts. She handles all of the paperwork and administrative details […]
Lauren Naperkowski
Aug 30, 2023
Lauren is a key member of our team, responsible for the critical behind-the-scenes operations that ensure we maintain a high […]