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Client Login
Why Choose SCM?
Our Commitment to You
Our Fees
Why Choose SCM?
What We Do
401(k) Plan Management
403(b) Plan Management
Thrift Savings Plan (TSP) Management
Health Savings Account (HSA) Management
Wealth Management
Financial Planning
Pension Analysis
Social Security Analysis
What We Do
About SCM
About SCM
Our Story
Our Team
Quick Facts
Who We Help
Getting Organized and On Track
When Can We Retire?
Who We Help
Free Resources
Blog
eBooks
Quick Guides
Contact Us
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Archives:
Team Members
Samantha Harris
By:
Susan Bishop
May 16, 2019
Samantha is a CERTIFIED FINANCIAL PLANNER™ professional and has both the Series 7 and Series 66 securities registrations. As an […]
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Jeffrey Cardozo
By:
Susan Bishop
May 16, 2019
Can you share a favorite kernel of wisdom for those just starting to invest and save? The earlier you start […]
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Gaylene Begley
By:
Susan Bishop
May 16, 2019
Gaylene is the Executive Coordinator for our firm and handles HR and payroll responsibilities. She has spent over 30 years […]
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Jon Szostek
By:
Susan Bishop
May 16, 2019
What is the most valuable thing you’ve learned from your clients? The common thread is that each engagement teaches me […]
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David Sizemore
By:
Susan Bishop
May 16, 2019
What is the most valuable thing you’ve learned from your clients? I’ve learned that it’s not always about their return […]
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David A. Herman
By:
Susan Bishop
May 16, 2019
What is the most valuable thing you’ve learned from your clients? The journey toward financial freedom is more important than […]
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Joshua Goldsmith
By:
Susan Bishop
May 16, 2019
Can you share a favorite kernel of wisdom for those just starting to invest and save? I wouldn’t say it’s […]
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Shawn J. Walker
By:
Susan Bishop
May 15, 2019
Describe your position As a Managing Partner, I am responsible for the oversight of the firm’s 401(k) management, wealth management, […]
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Jay Sprinkel
By:
Susan Bishop
May 15, 2019
What’s the most valuable thing you’ve learned from your clients? I’ve learned that if I talk to people from my […]
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Gregory Ostrowski
By:
Susan Bishop
May 15, 2019
What is the most valuable thing you’ve learned from your clients? Do what you love. We have the distinct privilege […]
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