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.
Director of Operations | Registered Assistant
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.
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.
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 began working for the business in 1984. Primarily, she works on non-client matters such as licensing, compliance and accounting.
Client Service Assistant
Marcie Brown reports for client meetings and facilitates transfers. Additionally, she ensures a positive experience for guests who are visiting or calling the office.
Maureen processes day-to-day requests from clients needing assistance with their accounts. She is also in charge of processing death claims and RMDs.
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...
Rebecca Cathcart is a financial advisor who believes in a holistic approach to advising. Joining Randy Scritchfield and Associates was, a natural step for her because her personal beliefs align with the...