Broker Check

Meet the Team

At our firm, we have only the client in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, our team approach has helped clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Scott A. McCaskill

Scott A. McCaskill, CFP®

Certified Financial Planner™ (CFP®)

301-668-7366

301-662-7781

Lisa Brandenburg

Lisa Brandenburg

Client Services Specialist

301-668-7366

301-662-7781

Linda Doyle

Linda Doyle

Administrative Assistant

301-668-7366

301-662-7781

Heidi Horine

Heidi Horine CERP

Client Experience Coordinator

301-668-7366

301-662-7781

Cindy Gordon

Cindy Gordon

Client Advisory Member

301-668-7366

301-662-7781

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Contact Us