Meet Our Team
We are a collaborative team of Family Wealth Advisors 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
Chris Harris
Portfolio Services Manager
Stephen Byers, FPQP®
Business Services Manager
Colin Rose
Private Client Services Manager
Wendell Liljedahl
Client Relationship Manager
Susan McKinney
Project Manager