CALIFORNIA CONSUMER - Key Persons
Brett joined the McCaskill Financial team in the summer of 2019, and now oversees their Retirement Plan division, helping small business, 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.
Job Titles:
- Client Experience Coordinator
- McCaskill Financial As Our 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.
Job Titles:
- Administrative Assistant
- McCaskill Financial As 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.
Job Titles:
- 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.
Job Titles:
- Member of the Financial Planning Association
His 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 designations of "Certified Financial Planner (CFP®)" 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), 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, Frederick Magazine and was a key speaker at the CFP Board Financial Planning Conference in Washington DC. Scott has been recognized by Reuters, Bloomberg, the Daily Record and Frederick Magazine.
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 weekdays at 4:08pm & 5:08pm on WFMD Radio 930AM for their "Closing Bell - Market Update", where he summarizes the day's market activity and news, while also answering questions from listeners and local media. As well, he writes a monthly column for Frederick Magazine called "Ask The Expert", where readers can write in with financial planning and investment management questions.
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.
Job Titles:
- 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 has a proven record of 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.