Background and Education:

Scott Marschall was born and raised in Fond du Lac, Wisconsin. He earned his bachelor’s degree in accounting from the University of Wisconsin-Milwaukee.

Professional Experience:

Scott began his career with PricewaterhouseCoopers, where he worked with clients in the banking, investment, and insurance sectors, including Northwestern Mutual. In 2002, he joined Northwestern Mutual's headquarters in Milwaukee, contributing significantly to their strategic initiatives.

In October 2007, Scott relocated to Virginia and joined The Washington Group as Managing Director for the McLean office. In 2010, he transitioned to the role of Managing Director in the Fairfax office. During his tenure, Scott has built a dedicated wealth management team focused on guiding driven and caring individuals on their journey to financial freedom and the achievement of their dreams.

Personal Life:

Scott resides in Ashburn, Virginia, with his wife, Christy, and their two daughters, Kylie, and Cassidy. He enjoys the outdoors and appreciates spending time with his family and their four dogs. A passionate country music fan, Scott loves strumming his guitar. He is also a dedicated Green Bay Packers supporter.

Certifications and Licenses:

• Bachelor of Science in Accounting, University of Wisconsin-Milwaukee
• Wealth Management Advisor
• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Retirement Income Certified Professional™ (RICP®)
• Chartered Life Underwriter (CLU®)
• Certified Public Accountant (CPA)
• Life, Health, Annuities, and Variable Insurance Licenses
• Securities Exams: Series 7, 9, 10, 66

Background and Education:

Born and raised in Latrobe, Pennsylvania, Josh has called the Washington, DC area his home since enrolling at American University in 2011. Josh’s parents stoked his passion for investments at a young age, leading him to pursue his bachelor’s degree in finance from American University.

Professional Experience:

Josh joined Northwestern Mutual as an intern in 2014 and has worked with the company ever since. With a love of statistics, Josh specializes in helping clients balance the math of their financial plans with their psychology to help them feel confident in their decision-making. He is most proud of earning his CFA Charter and being named a CFP® Professional.

Personal Life:

Josh married his wonderful wife, Lucy, in 2021. While the couple enjoys DC’s cultural events, museums, and culinary scenes, Josh’s Eagle Scout roots often lead them to leave the Metro area and enjoy nature through camping, hiking, and paddleboarding. Ask him about an upcoming trip to one of our country’s beautiful national parks!

Since childhood, Josh has been an avid hockey player, playing in various DC adult leagues and volunteering 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!

https://www.greatamericanflag.org/. Don’t hesitate to ask Josh about the flag at your next meeting!

Certifications and Licenses:

• Chartered Financial Analyst (CFA®)
• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Life, Health, and Accident Insurance Licenses
• FINRA Securities Exams: Series 6, 7, 63, 65

Background and Education:

Kevin Sinagra's journey began with a bachelor’s degree in economics with a minor in Mathematics from George Mason University. Since joining Dynamic Capital Planning in 2014, he has played a pivotal role as a critical catalyst in the firm's growth, instilling confidence in his capabilities and dedication.

Professional Experience:

As Director of Financial Planning, Kevin manages the development of comprehensive financial plans, recommendations, and executive summary write-ups and oversees the team's development. His passion and drive come from helping families dream, create, and live their best lives by designing roadmaps to grow, sustain, and maximize their financial and personal goals.

Personal Life:

Kevin's personal life is filled with diverse interests. He played club baseball at George Mason and continues to enjoy playing slow-pitch softball. He also has a unique hobby of collecting baseball cards. In his free time, he passionately cheers on Boston sports teams (Go Red Sox!). A Connecticut native, he currently resides in Fairfax, VA, with his beautiful and artistic wife, Samantha. In 2022, they welcomed their first child, a baby girl named Raegan Reed, and they welcomed their second child, a baby boy, Braeden Beach Sinagra on April 2, 2024.

Certifications and Licenses:

• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Retirement Income Certified Professional™ (RICP®)
• Chartered Financial Consultant® (ChFC®)
• FINRA Securities Exams: Series 7, 66
• Life and Health Insurance Licenses

Background and Education:

Brian Glou was born in Boston, Massachusetts, and graduated from American University in Washington, D.C. With over two decades of experience navigating the intricate landscapes of corporate strategy and operational excellence, Brian is a seasoned executive known for his innovative approach and drive for tangible results.

Professional Experience:

Brian's career is a testament to his innovative and risk-taking nature. He began by showcasing his entrepreneurial skills as the President, Founder, and Owner of a residential real estate business. Under his leadership, the company experienced exponential growth, expanding from a small team of three in Maryland to a workforce of over 300 professionals across 30 states. This entrepreneurial spirit continued to thrive as he transitioned into the corporate world, leading strategic initiatives at tech giants like Microsoft and shaping the financial landscape at renowned institutions like Bank of America.

As the Chief of Staff for Microsoft's Federal division, Brian's strategic foresight was instrumental in orchestrating transformative strategies that led to substantial growth. His ability to secure high-value contracts through strategic partnerships resulted in revenue exceeding $2 billion. His financial acumen and strategic foresight also played a pivotal role in optimizing budget oversight and significantly reducing operating costs, showcasing his ability to forecast and create sustainable financial business plans.

Before his tenure at Microsoft, Brian spearheaded wealth management initiatives at Bank of America. His data-driven strategies propelled significant growth of assets under management for over 650 Financial Advisors at Merrill Lynch. His leadership was instrumental in achieving an exceptional customer retention rate and improving overall operational efficiency.

Personal Life:

Brian lives in Rockville, Maryland, with his amazing wife of 30 years, Jodi, their dog Darby, and their cat Tori. He has two sons, Jarod and Justin, who live in Washington, D.C., and Maryland, respectively. Brian enjoys traveling with his wife and two sons and keeping himself in shape in his free time.

Background and Education:

Nicole Croft began her educational journey with a bachelor’s degree in psychology from The College of William & Mary. Her keen interest in consumer behavior inspired her to pursue a career in marketing, later leading her to earn a Master of Business Administration from the University of Virginia Darden School of Business.

Professional Experience:

As the Director of Marketing, Nicole develops and manages Dynamic Capital Planning’s strategic marketing initiatives, designed to create value and enhance client engagement at every touchpoint. With nearly a decade of diverse experience, Nicole has held marketing roles across industries ranging from startups to established corporations, including financial services firms like The Motley Fool and JPMorgan Chase. Her passion is rooted in understanding clients and conveying Dynamic Capital Planning’s unique value.

Personal Life:

Nicole lives in Richmond, Virginia, with her husband, Sam, and their black labrador retriever. She enjoys equestrian sports, hiking, and traveling with family. A dedicated reader, she also aspires to write a book one day.

Certifications and Licenses:

• Master of Business Administration (MBA)

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!

Jamie Cimbalista joined Dynamic Capital Planning as Client Services Associate in 2024 and brings a wealth of experience in managing and directing various operational departments. Her role at Dynamic Capital Planning is a testament to her strong client relations and operations management skills.

Prior to her current role, Jamie held the position of Director of Operations and Client Service at Northwestern Mutual in Frederick, Maryland. This role was a significant step in her career, allowing her to further develop her interpersonal communication, marketing, and client service expertise.

Jamie went to Nashville State Community College where she studied, Management, Marketing, and Related Support Services. She also studied business administration and management at Northern Virginia Community College.

With a solid foundation in teamwork, project coordination, and creativity, Jamie excels in fast-paced environments, striving to reach collective goals and drive organizational success.

Amber Blake joined Dynamic Capital Planning as a Lead Client Service Associate in June 2024. She brings a wealth of experience from her previous role at Northwestern Mutual, which she started in 2021. Amber is Life and Health Licensed in multiple states, excelling in customer relations, management, and business development. She firmly believes in the teachability and importance of exceptional client service. Throughout her career, Amber has been recognized for her ability to earn clients' trust with her strong insurance and investment insight, a testament to her credibility and trustworthiness.

Amber hails from the picturesque Bitterroot Valley in Montana, where she is deeply rooted in her family and friends. Her pride and joy is her brilliant ten-year-old daughter, whom she loves to watch play roller derby. Amber is also a dedicated University of Montana School of Business student. Her unwavering support for the Montana Grizzlies is evident as she never misses a home game. Go Griz!

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.