Our People

Charles Scarallo, CFP®, CPA

Managing Director

Charles has been with the firm and its predecessors since...

Katharine Schelhorn, CFP®

Vice President

Katharine joined the firm’s Reston, VA office in 2020 after...

Sheila Schroeder

Consultant, Regional Head of Business Development

Sheila Schroeder is a business development consultant and heads business...

Bill Schwartz, CPA, CFP®

Managing Director

Mr. Schwartz is a Managing Director in the Potomac, MD...

Jake Scott

Senior Advisor Associate

Jake joined the team through the acquisition of ACG Wealth...

Garrett Scranton, CFP®

Senior Advisor Associate

Garrett is a senior advisor associate in the firm’s Potomac,...

Dave Scuitto

Senior Client Service Specialist

Dave Scuitto is a Senior Client Service Specialist based in...

Elizabeth Sforza

Senior Advisor Associate

Elizabeth is a direct point of contact and a key...

Sneh Shah, CPA

Senior Family Office Accountant

Sneh is a Senior Family Office Accountant based in the...

Joshua Shoshan, CFP®, APMA™, CEPA

Senior Vice President

Josh is an Advisor in our New York office, where...

Danielle Siano, MS, RD

Marketing Manager

Danielle brings a unique perspective to the organization, focusing holistically...

Samrat Singh

Senior Advisor Associate

Sam is a Senior Advisor Associate based in our New...

Lindsey Slaby

Senior Advisor Associate

Lindsey serves as a senior advisor associate in our Madison,...

Kevin Smith, CFP®

Senior Vice President

Kevin Smith joined the firm in 2018 and has over...

Karen Smith

Senior Vice President, Legal & Compliance

Karen joined the firm in 2018, bringing with her more...

Luke Smith, CFP®, AIF®

Vice President

Luke is a CFP® professional and Advisor in our Salisbury,...