Scott was born and raised in Fond du Lac, Wisconsin and graduated from the University of Wisconsin - Milwaukee with a degree in Accounting. After graduating, he started his career with PricewaterhouseCoopers. His clients included banks, investment firms and insurance companies, including Northwestern Mutual. In 2002, Scott joined the Northwestern Mutual headquarters in Milwaukee.

In October 2007, Scott moved to Virginia and joined The Washington Group as in-house Managing Director for the McLean office. In 2010, he became Managing Director in the Fairfax office.

Scott resides in Ashburn, Virginia with his wife, Christy, and two wonderful daughters, Kylie and Cassidy. He enjoys the outdoors, golfing, and spending time with his family and four dogs. Scott is a die-hard Green Bay Packers fan.

SCOTT MARSCHALL'S EDUCATION AND TRAINING:

• Bachelor's Degree from the University of Wisconsin – B.S. Accounting
• Wealth Management Advisor
• CFP^® – CERTIFIED FINANCIAL PLANNER™
• RICP^® - Retirement Income Certified Professional™
• CLU^® – Chartered Life Underwriter
• CPA – Certified Public Accountant
• Life, Health, Annuities, Variable Insurance Licenses
• Securities Exams 7, 9, 10, 66

Josh married his wonderful wife, Lucy, in November 2021. Josh and Lucy live in Alexandria, VA and have called the DC area home for over 10 years. While the couple enjoy DC’s cultural events, museums, and culinary scene, Josh’s Eagle Scout roots often lead them to leave the Metro area and enjoy nature through camping, hiking, and canoeing.

An avid hockey player since childhood, Josh continues to play in various DC adult leagues and volunteered as the head coach for his former team at American University. Josh is also fond of his seasonal job as a member of the Washington Capitals Ice Crew, keeping the ice up to standards during the NHL season. Look for him next time you are watching a game at Capital One Arena!

In addition to his volunteer time supporting the hockey program at American University and Northwestern Mutual’s preferred charity, childhood cancer research through Alex’s Lemonade Stand Foundation, Josh gives back through an organization called the Great American Flag Preservation Group. Josh co-founded this non-profit organization with the mission to restore and preserve the Great American Flag, a 2 acre, 7 ton American flag that graced the cover of Guinness’ Book of World Records in 1981. You can read more about his organization at: https://www.greatamericanflag.org/. Don’t hesitate to ask Josh about the flag at your next meeting!

Professionally, Josh Dorfman is committed to furthering his practice and enhancing his professional development. He is most proud of earning his Chartered Financial Analyst, CFA®. In addition to the CFA®, Josh has obtained his CERTIFIED FINANCIAL PLANNER™ professional certification, Life, Health, and Accident insurance licenses and obtained FINRA’s Series 6, 7, 63, & 65 registrations. He also specializes in helping clients balance the math of their financial plan with their personal psychology to help them feel confident in their decision-making.

Kevin Sinagra began working with Dynamic Capital Planning in 2014 and has been a main catalyst in the growth of the firm. He earned a Bachelor’s Degree in Economics with a minor in Mathematics from George Mason University. As Director of Financial Planning and COO, Kevin manages the development of comprehensive financial plans, recommendation and executive summary write ups, and overseas the development of the team. His passion and drive comes from helping other families dream, create, and live their best lives by helping design the roadmap on how grow, sustain, and maximize their financial and personal goals. He holds the CFP®,RICP®, ChFC® designations, and holds his Series 7 and 66 registrations in addition to being life and health licensed.

Kevin played club baseball at George Mason, and in his free time enjoys playing slow pitch softball, collecting baseball cards, and cheering on Boston sports teams (Go Red Sox!). A Connecticut native, he currently resides in Fairfax, VA and is married to his beautiful and artistic wife, Samantha. In 2022 they welcomed their first child, baby girl Raegan Reed and are expecting their second child in 2024.

Spencer Croft joined Dynamic Capital Planning in the fall of 2019. He earned a Bachelor’s Degree in Politics from the University of Virginia. His role is to assist in the development of financial plans for our clients. Spencer has a passion for helping families align their investment strategies with their short and long term financial goals. He is life and health licensed, in addition to holding his Series 7 registration.

Spencer was a member of the golf team at UVA and in his free time he enjoys travelling and spending time outdoors.

Isaac grew up in northern Maryland and is a proud Terp alum after attending the University of Maryland. Isaac started with Northwestern Mutual in 2018 and after experiencing a variety of roles, joined our team in 2019. As an Associate Financial Representative, Isaac specializes in building our clients’ comprehensive financial plans. He holds his Series 6 and 63 investment registrations and a license to transact in annuities, life, and health insurance. Dedicated to furthering his financial planning acumen, Isaac continues to stay abreast of changes in the financial industry. In his spare time, Isaac enjoys playing music, travel, and pick-up soccer games with friends. If you are unable to reach Isaac outside of business hours, he is likely attending a Bruce Springsteen concert with his family!

Debbie started her career with Northwestern Mutual in Ft. Worth, Texas. With 30+ years of experience, she has extensive knowledge of all things Northwestern Mutual. Debbie can answer questions across a broad spectrum of policyowner service; including billing, claims, products as well as applications and underwriting. She also schedules appointments and is often your first point of contact with the practice. In 2014 Debbie received the Commitment to Excellence Award and was honored during Northwestern Mutual's annual meeting in Milwaukee.She holds Life and Health insurance licenses.

Debbie resides in Northern Virginia with her husband and has a grown son, Douglas who is an Emergency Medicine Physician.

Alex Eppard began working with Dynamic Capital Planning in August of 2023. He earned his Bachelor’s Degree in Finance from George Mason University. His role is to serve as a Client Onboarding Specialist for new and existing DCP clients. Alex enjoys working with clients and his goal is to make transitioning to the DCP team as seamless as possible. He has his Life and Health license and is working on earning his investment licenses.

Alex resides in Shenandoah, VA. He appreciates spending time outdoors where he hikes with his dogs, Gus and Luna, and takes pleasure in photographing the mountain landscapes near his home.

Raymond grew up in Prince George’s County in Maryland and joined our team after graduating from Towson University in 2023. He is proud to be a Towson Tiger and during his time there, he developed a passion for finance. Ray enjoys staying up to date on the financial markets in his spare time and is studying for his insurance licenses and investment registration. As the newest member of the team, Raymond assists with client onboarding and financial planning. When he is not working, Raymond spends his time outdoors hiking and being in nature. He enjoys going on drives with no destination and loves listening to J. Cole.

Beth Bell joined Dynamic Capital Planning in August of 2023. In her role as Client Onboarding and Client Relations Specialist, she is focused on helping clients address their insurance planning needs and handles ongoing client outreach. She is a lively, engaging team member who loves connecting with people and helping wherever needed.

Currently, Beth resides in Waukesha, Wisconsin. When not assisting clients, she enjoys spending time with friends, traveling and maintaining her awesome garden!

Karim is a Northern Virginia native with over 15 years of financial services experience. He spent many years in New York City working for the largest wealth management firms in the industry. He brings his unique experience to advise individuals and their families in areas ranging from Risk Management, Wealth Accumulation and Retirement Distribution Strategies. Karim holds his Series 7, Series 66, Life and Health. He graduated from George Mason University with a degree in Decision Sciences Probability and Statistics.

Karim enjoys playing tennis, basketball, soccer and spending time with his wife Lilia and three wonderful children.