Our Team
How We Work
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.
Christina Zyla
Director of Operations | Registered Assistant
Christina@RandyScritchfield.com
Christina began working for the firm in 2011. Her main responsibility is preparing client meeting support, as well as mutual fund and annuity research. She also assists with executing trades.
Erica Nolan
Registered Assistant
In 2013, Erica came onboard to help with client requests, execute trades and assist Randy with implementing financial plans for clients. She also helps acquire new client investment portfolios and accounts.
Jenn Chucoski
Scheduling and Marketing Assistant
Jenn joined us in 2014. Her primary responsibility is community and client outreach for the firm, including mass email correspondence, events, mailings and general marketing.
Kathy Scritchfield
Business Manager
Kathy began working for the business in 1984. Primarily, she works on non-client matters such as licensing, compliance and accounting.
Maureen Porter
Client Service Assistant
Maureen processes day-to-day requests from clients needing assistance with their accounts. She is also in charge of processing death claims and RMDs.
Meghan Robinson
Registered Assistant
Randy Scritchfield, CFP®, LUTCF
President
Randy Scritchfield established his retirement planning firm to reflect his personal philosophies about the delivery of financial services to the public. The primary philosophy is that the client must be represented to the marketplace...
Tanya Hicks
Client Service Assistant