With over 25 years in the investment and insurance business, Scott has become a trusted financial professional to his numerous clients. Garrison Financial was formed in 1994 to provide high standards of service, integrity and excellence. Scott applies his vast knowledge to insurance and financial services for individuals and businesses. His focus is devoted to ensuring his clients receive the best service and strategies to help achieve their financial goals.
Scott is a Certified Fund Specialist (CFS) and Accredited Investment Fiduciary (AIF). He holds both the Series 7 and Series 66 licenses as well as a Life & Health license. He has served on the board and as President of NAIFA (National Association of Insurance and Financial Advisors) in Maryland. In addition to being a Partner at Garrison Advisors, Scott is also a Partner with Garrison Benefits and Statera Retirement.
Upon graduating from St. Paul's School for Boys, he attended the University of Delaware, where he was a contributor to the men's lacrosse team. Scott lives in Baltimore with his wife, Laura and their two daughters.
Email: firstname.lastname@example.orgDirect Dial: (410) 584-7444Fax: (410) 785-7655
Jeff came to Garrison Financial in 2005 and became partner in 2008, focusing his efforts on offering comprehensive benefit strategies for business owners, working closely with the executives and employees of companies. In addition to being licensed to sell insurance in 9 states, Jeff earned the Accredited Investment Fiduciary designation (AIF) and is a Certified Fund Specialist, Certified 401(k) Professional, and Certified in Long Term Care, as well as holding his Series 7, 66, & 24 licenses.
Jeff lives in Lutherville with his wife, Charlene and are proud parents of son Jeff, and daughter Julia.
Email: email@example.comDirect Dial: (410) 773-8395Fax: (410) 785-7655
Jay has been working in the Qualified Retirement area since June of 1986. He is an active member of the American Society of Pension Professionals & Actuaries. With his many years of experience in the Qualified Retirement Plan area, he works with companies or individuals to help them design retirement plans for their company. His main focus is to work with companies that have a plan in place but have run into problems and are looking for ways to resolve the issues. Once the problems have been resolved, he will continue to meet and service the client annually to help make sure the plan operates effectively going forward.
Jay is constantly serving the community with monthly contributions to the emergency food pantry and serves on the board of the Maryland Chapter of Trout Unlimited and the Mid-Atlantic Council of Trout. He and his wife, Becky reside in Baltimore.
Email: firstname.lastname@example.orgDirect Dial: (410) 539-5149Fax: (410) 785-7655
Craig is a financial services professional with over 17 years of experience. His focus is working with medical and dental professionals, high net-worth individuals and small businesses around the country. It is his goal to assist in the coordination of all financial aspects--retirement strategies and investment strategies, risk management, estate analysis, insurance protection, and children's education funding strategies. Prior to joining Garrison, he spent 12 years on Wall Street advising Hedge Funds and Mutual Funds on diversifying investment risk, increasing investment returns, and macro-economic trend analysis.
Craig’s objective is to access the personal, family and business goals of his clients, presenting the most appropriate products and services along the way to help achieve those goals. Craig has access to the full marketplace, assuring his client will always be presented with unbiased financial service and advice.
Email: email@example.comDirect Dial: (410) 773-8367Fax: (410) 785-7655