SC&H Wealth

Angelo Romano is a CFP® with six years of experience in the financial services industry, currently serving as an advisor at SC&H Wealth. His prior experience includes roles at MECU, ADP, and APGFCU. In addition to his advisory work, he is a licensed insurance agent involved in the sale of insurance-related products. SC&H Wealth serves individuals, trusts, estates, pension and profit-sharing plans, corporations, small businesses, and charitable organizations. The firm employs a team approach combining CPAs and CFP® professionals to provide tailored financial planning, asset management, retirement consulting, and tax preparation services.

Judith Brown is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at SC&H Wealth since 2022. She previously worked at Berman McAleer and Valic Financial Advisors. In addition to her advisory role, she is a principal of SC&H Group, overseeing general management and coordination of the firm's business activities, and serves as a volunteer member of the MACPA Personal Financial Planning Committee. SC&H Wealth serves individuals, trusts, estates, pension and profit-sharing plans, corporations, small businesses, and charitable organizations. The firm employs a team approach combining CPAs and CFP® professionals to provide tailored financial planning and asset management, primarily using mutual funds and ETFs, with discretionary management and access to technology-driven planning platforms.

Jerrin Toomey is a CFP® professional with eight years of industry experience, currently serving as an advisor at SC&H Wealth since 2017. Prior to this, he held roles at Gettysburg College and Overnight Office. Outside of his advisory work, he coaches varsity football at West York Area High School. SC&H Wealth serves a diverse client base including individuals, trusts, estates, and businesses, providing financial planning, asset management, retirement plan consulting, and tax preparation. The firm employs a team approach with CPAs and CFP® professionals to deliver tailored investment strategies, often managing accounts on a discretionary basis using mutual funds and ETFs.

James Francis is a financial advisor at SC&H Wealth with two years of industry experience. He holds the Series 65 designation and has been with SC&H Financial Advisors, Inc. since 2021. Outside of his advisory role, he has worked with organizations including Rehoboth Beach Patrol and Lake Champion, a Young Life camp. SC&H Wealth serves individuals, trusts, estates, pension and profit-sharing plans, corporations, small businesses, and charitable organizations. The firm employs a team approach that includes CPAs and CERTIFIED FINANCIAL PLANNER® professionals to provide tailored financial planning, asset management, retirement consulting, and tax preparation services.

Andrew Polcari is a financial advisor with SC&H Wealth holding a Series 65 designation. He has been with SC&H Wealth since 2024, with prior experience outside the financial industry including roles at Wave Riding School and Maryland Athletics. SC&H Wealth serves individuals, trusts, pension plans, corporations, and charitable organizations by providing financial planning, asset management, retirement consulting, and tax return preparation. The firm employs a team approach involving CPAs and CERTIFIED FINANCIAL PLANNER® professionals, using discretionary management and primarily mutual funds and ETFs to tailor investment strategies.

Shane Cavanaugh is a CFP® professional with eight years of industry experience. He currently works at SC&H Wealth and previously held roles at Bank of America, Merrill Lynch, PSA Insurance, and West Virginia University. Outside of his advisory role, he is affiliated with SC&H Group, Inc., which organizes corporate, social, and community service activities for employees. SC&H Wealth serves a diverse client base including individuals, trusts, pension plans, small businesses, and charitable organizations. The firm employs a team approach combining financial planning, asset management, retirement consulting, and tax preparation, with a focus on tailored strategies utilizing mutual funds, ETFs, and technology-driven platforms.

Mark Degroat is a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant (ChFC®) with 19 years of industry experience. He has worked at SC&H Financial Advisors, Inc. since 2018 and previously held positions at Capital One Advisors, LLC, and Capital One Investing, LLC. Degroat is also a licensed insurance agent involved in the sale of insurance-related products. SC&H Wealth serves individuals, trusts, estates, pension and profit-sharing plans, corporations, small businesses, and charitable organizations. The firm employs a team approach combining CPAs and CFP® professionals to provide financial planning, asset management, retirement plan consulting, and tax preparation, utilizing mutual funds, ETFs, and technology-driven platforms.

Hope Fribush is a financial advisor at SC&H Wealth with a Series 65 credential and five years of industry experience. Prior to joining SC&H Financial Advisors in 2018, she worked for Baltimore County Public Schools from 2014 to 2018. SC&H Wealth serves individuals, trusts, estates, pension and profit-sharing plans, corporations, small businesses, and charitable organizations, offering financial planning, asset management, retirement plan consulting, and tax return preparation through a team-based approach that includes CPAs and CERTIFIED FINANCIAL PLANNER® professionals.

William Krueger is a financial advisor at SC&H Wealth with a Series 65 designation and four years of industry experience. He previously worked at The PNC Financial Services Group for seven years before joining SC&H Financial Advisors in 2021. Outside of his advisory role, he serves as an independent contractor playtester for Fantasy Flight Games, a board game creation and manufacturing company. SC&H Wealth serves individuals, trusts, estates, pension and profit-sharing plans, corporations, small businesses, and charitable organizations. The firm employs a team approach that includes CPAs and CERTIFIED FINANCIAL PLANNER® professionals to provide financial planning, asset management, retirement plan consulting, and tax return preparation.

Caitlin Garner is a financial advisor at SC&H Wealth with 21 years of industry experience. She holds a Series 66 designation and has been with SC&H Financial Advisors, Inc. since 2014. Prior to that, she worked at Triad Advisors, Inc. from 2014 to 2017. SC&H Wealth serves individuals, trusts, estates, pension and profit-sharing plans, corporations, small businesses, and charitable organizations. The firm employs a team approach combining CPAs and CERTIFIED FINANCIAL PLANNER® professionals to provide tailored asset allocation and long-term growth strategies, managing client accounts primarily with mutual funds and ETFs.

Blake Walter is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at SC&H Financial Advisors since 2022 and has prior experience with firms including State Farm VP Management Corp., Northwestern Mutual, and Rich Group LLC. Outside of advisory work, he is a licensed insurance agent involved in the sale of insurance-related products. SC&H Wealth serves individuals, trusts, estates, pension and profit-sharing plans, corporations, small businesses, and charitable organizations. The firm employs a team approach combining CPAs and CERTIFIED FINANCIAL PLANNER® professionals to provide tailored financial planning and asset management, primarily using mutual funds and ETFs.

Brady Organt is a financial advisor at SC&H Wealth with a Series 65 designation and one year of industry experience. Prior to joining SC&H Wealth, he held roles with several professional sports organizations, including the Washington Nationals and Denver Broncos. He also works as an Assistant Field Producer for the Washington Commanders, overseeing on-field movements and coordinating in-game entertainment during football games. SC&H Wealth serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm employs a team approach combining financial planning, asset management, retirement consulting, and tax preparation, utilizing mutual funds, ETFs, and technology-driven platforms to tailor investment strategies.

Benjamin Tracy is a CFP® professional with four years of industry experience, currently serving as a financial advisor at SC&H Wealth. Prior to joining SC&H Financial Advisors, he worked at The Vanguard Group and J.G. Wentworth. His background also includes positions outside finance, such as roles at Gettysburg College and Fairmount Behavioral Health System. SC&H Wealth serves individuals, trusts, estates, pension and profit-sharing plans, corporations, small businesses, and charitable organizations. The firm employs a team-based approach combining financial planning, asset management, retirement plan consulting, and tax preparation services.

Samuel Heroux is a financial advisor with SC&H Wealth in Hunt Valley, MD, holding a Series 65 license and three years of industry experience. He has been with SC&H Financial Advisors, Inc. since 2015. In addition to his advisory role, he provides tax planning and accounting services as an enrolled agent, preparing and filing individual and investment partnership federal and state income tax returns. SC&H Wealth serves individuals, trusts, estates, pension and profit-sharing plans, corporations, small businesses, and charitable organizations. The firm employs a team approach combining financial planning, asset management, retirement plan consulting, and tax return preparation, utilizing mutual funds, ETFs, and technology-driven platforms to tailor investment strategies.

Kellie Walter is a financial advisor with SC&H Wealth in Hunt Valley, MD, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with SC&H Financial Advisors, Inc. since 2005 and previously worked at Triad Advisors, Inc. from 2009 to 2017. SC&H Wealth serves individuals, trusts, estates, pension and profit-sharing plans, corporations, small businesses, and charitable organizations, offering financial planning, asset management, retirement plan consulting, and tax preparation. The firm uses a team approach combining CPAs and CERTIFIED FINANCIAL PLANNER® professionals to tailor long-term strategies, managing client accounts primarily with mutual funds and ETFs.