Creating Genuine Relationships
At McCaskill Financial, we build lasting relationships with our clients. We create customized financial plans to suit your unique situation and guide you through your complex financial decisions. Our planning goes beyond just crunching the numbers. We help you find and follow your dreams.
We do it all for you – from managing your wealth, working to mitigate your tax burdens, and coordinating your estate – so you can grow and protect what you’ve worked so hard to build.
At the end of the day, we evaluate ourselves based on the impact we've had on our clients' lives, the milestones we've helped them reach, and the relationships we've built.
Scott A. McCaskill, CFP®
Certified Financial Planner™
Heidi Horine CERP
Client Experience Coordinator
Lisa Brandenburg
Client Services Specialist
Sean Wade
Analyst
Linda Doyle
Administrative Assistant
Troy Linton
Director of Business Development
Brett Kraimer
401(k) Client Services
Scott A. McCaskill, CFP®
CERTIFIED FINANCIAL PLANNER™
Scott’s primary focus is on our Assets Under Management (AUM) program, and he is actively involved with client service, investment research, and portfolio management. Scott earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification through the College of Financial Planning and Registered Financial Consultant (RFC®) through American College. His securities licenses include Series 24 (General Securities Principal), Series 31 (Futures Managed Funds Exam), 7 (General Securities Representative), 65 (Uniform Investment Advisor Law Exam), and 66 (Uniform Combined State Law Exam) and insurance licenses in life, health and long-term care.
Scott is a member of the Financial Planning Association (FPA), the International Association of Registered Financial Consultants (IARFC), and Leadership Frederick County and is a Trustee for the Frederick County Chamber of Commerce. He currently serves on the Advisory Board for the Frederick County Community Foundation, the Board of Advisors for the Mount St. Mary's School of Business and he Chairs the City of Frederick Investment Committee.
Scott has been quoted in the Frederick News Post, the CFP Board Consumer Newsletter, Smart Company Magazine, and Frederick Magazine and was a key speaker at the CFP Board Financial Planning Conference in Washington DC. Reuters, Bloomberg, the Daily Record, and Frederick Magazine have recognized Scott.
Scott was also very honored to be able to present on financial planning topics at the Library of Congress in Washington, DC, and believes firmly in giving back to our community and supporting our society.
You can also listen to Scott on weekdays at 4:08 pm & 5:08 pm on WFMD Radio 930AM for their “Closing Bell – Market Update”, where he summarizes the day's market activity and news and answers questions from listeners and local media. He also writes a monthly column for Frederick Magazine called "Ask McCaskill," where readers can write in with financial planning and investment management questions.
Lisa Brandenburg
Client Services Specialist
Lisa joined the McCaskill Financial team in July of 2019, bringing more than 20 years of financial experience, combined with a natural ability to plan, organize, support multiple tasks, and achieve goals. Her academic experience includes two associate degrees from Frederick Community College, and a Bachelor of Science degree from Frostburg University.
As Client Service Specialist, she performs a dual role of providing administrative support to both the financial advisory services side of the business and the general office operations. With Lisa operating in the background, clients can rest assured that all their financial reports, stock and mutual trades, distributions, and other transactions are prepared and handled with the utmost attention to detail. And when clients call with questions, she is there to listen and get them the answers they need.
A lifelong resident of Maryland, Lisa lives with her husband Randy in Myersville. When not working, she gives back to the community through various volunteer and fundraising activities. One of her many contributions was completing the Susan G. Komen three-day, 60 mile walk and fundraiser to support breast cancer research.
Linda Doyle
Administrative Assistant
Linda joined McCaskill Financial as Administrative Assistant in September of 2011. She is responsible for office management, accounting activities, client relations, scheduling, and preparation of materials for appointments. She has an Associate Degree in Secretarial Science from Frederick Community College and comes to our office with over 30 years of office management experience.
She enjoys meeting and getting to know each of our clients and since she was previously employed by a special event company is always helpful with the planning and execution of our Client Appreciation events. Her friendly demeanor makes her a welcome addition to our team. Linda is a native to the area and proud to have been a member of the Frederick business community for over 40 years.
She lives just outside the city of Frederick with her husband Michael. They are the parents of two grown sons, Matthew and Patrick. Matthew resides in Frederick with wife Jessie and daughters Aubrey and Fallyn. Patrick and his wife Kelli reside in Centreville, VA with their daughter Delaney.
Brett Kraimer
401(k) Client Services
Brett joined the McCaskill Financial team in the summer of 2019 and now oversees their Retirement Plan division, providing education to small businesses, large corporations, and non-profits through every stage of building, developing, and maintaining a retirement plan for their employees and owners.
Brett brings over 20+ years of experience to the McCaskill Financial team, having built and grown his own TPA (third-party administrator) company, to now handling everything from 401k's and 403b's to Simple IRAs and SEP IRA plans.
Brett and his wife Chris live in New Market, Maryland, and enjoy being active in the Frederick Community.
Heidi Horine CERP
Client Experience Coordinator
Bringing more than 20 years of experience in the special event industry, Heidi joined McCaskill Financial as our Client Experience Coordinator in 2012. Heidi's focus is on the overall "client experience", assisting in the development and implementation of client events, networking activities and community involvement.
Heidi is a Certified Event Rental Professional (CERP) through the American Rental Association, a graduate of The George Washington University Event Management Certificate Program, and holds a business and economics degree from West Virginia Wesleyan College. She is a member of the Women's Giving Circle, an organization dedicated to fundraising for women’s and children's causes in her local area as well as the Frederick Memorial Hospital's Order of the Good Samaritan.
When not assisting clients with fabulous events, she enjoys planning events of her own, traveling with her husband and being active in the Frederick Community.
Sean Wade
Analyst
Sean joined McCaskill Financial in the summer of 2021 after graduating from University of Maryland in Spring 2021 and spending the two previous summers interning at McCaskill and getting to know the team. Sean currently helps advisors as they design portfolios. He researches securities, and assists in client relations.
Although he is young, Sean brings a new perspective in the ever-changing world of finance and with his background in mathematics he makes for a good analytical team member. He hopes to one day become a financial analyst or portfolio manager.
Sean is from Cumberland, Maryland and currently lives in Frederick. In his free time, he enjoys playing and watching soccer and basketball.
Troy Linton
Director of Business Development
Troy joined the McCaskill Financial team in August 2022 and now is the Director of Business Development, focusing on Institutional clients.
Troy is a local professional born and raised in Frederick County who graduated from Mount Saint Mary’s University with his undergraduate degree in Finance and his MBA in Management. He brings over 25+ years of experience to the McCaskill Financial team. He is passionate about delivering quality trust and investment guidance to his clients.
Troy and his wife Cathy and son Connor live in Woodsboro, Maryland, and are very active in the Frederick community.
Our Partners
OUR BROKER/DEALER
We are proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer. Our affiliation with Commonwealth gives us access to teams of advanced planning consultants, investment research specialists, and retirement professionals to help us address your needs. Use the link below to learn more about our support team.
OUR CUSTODIAN
Fidelity Investments® is a service provider to McCaskill Financial. Through our relationship with Fidelity Investments®, you will receive a simplified, consolidated statement each month reflecting all your investment positions and transactions in your Fidelity brokerage account. Accounts are carried by National Financial Services LLC, a Fidelity Investments company and a member of NYSE and SIPC.
