Meet Our Team
We are a collaborative team focusing on education, wealth building and goal based planning. All of us have developed a growth mindset where individual differences are nurtured; and we add value, rather than merely extracting it.
We take pride that our organization stands for something meaningful, and that the work itself is intrinsically rewarding.
Jane Scarbrough, CFP®
Founder & Managing Principal- jane@scarbroughfinancial.com
- (415) 870-2355
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Dena Kobata, CFP®
Wealth Advisor
Michael Bagley, CFP®
Wealth Advisor
Michael Velzo
Wealth Advisor
Wendell Liljedahl
Client Relationship Manager
Stephen Byers
Client Relationship Manager
Colin Rose
Client Relationship Manager
Scott Byers
Marketing Associate
Susan McKinney
Project Manager