Scott Marschall Email & Phone Number

Virginia, United States

Reston, Virginia, Us

At Dynamic Capital Planning, our mission is to create financial peace of mind for our clients by helping them grow, optimize, and protect what is important. Clients value our hands-on concierge planning experience because we provide clarity and simplicity where there is often confusion and chaos; our clients feel like family to us and become some of our closest friends.We accomplish our mission by engaging in a comprehensive, multi-generational financial planning experience that clearly addresses the unique goals and objectives of the families and businesses we guide. As a financial coach, a few of my key functions are to ask the difficult questions that help our clients more clearly envision their dreams, hold them accountable so they stay on track in achieving those dreams and challenge them to take the necessary steps to reach the financial security they deserve. My niche is helping business owners and executives of rapidly growing companies. With so many moving parts, I serve as the quarterback who assists in coordinating all of the key players on a client’s advisory team (i.e. estate planning attorneys, accountants, etc.) so that scalability without the headache is achievable. If I can help you or someone you know, please feel free to contact me at 703-539-6800 or scott.marschall@nm.com

Milwaukee, Wi, Us

As the Managing Director of the Fairfax office, I am consistently focused on expanding our impact in our community by selecting talented professionals to join our dynamic team. Professionalism is defined not only by the measure of experience, education and accreditation, but also by an individual's character.One of our missions is to help our new advisors reach their dreams. To do this, we provide industry-leading training, resources, and support needed to succeed as independent business owners. We foster continued growth for all members of our firm by challenging each one to think big, work hard, and persevere through adversity. For those who desire to impact others and have achieved personal success, we offer an exceptional leadership development program.I am passionate about helping our team think bigger than they may have ever imagined possible—you could say I am a personal growth junky! I get energy from meeting people who want to grow as much as I do. This role gives me the opportunity to be a door opener, mentor, challenger, and big brother to those around me. If you know someone who should consider learning more about our team, please contact me at scott.marschall@nm.com or 703-539-6800.

Milwaukee, Wi, Us

• Worked with field distribution strategy team to determine where we wanted to open offices • Created financial analysis for leadership teams in the field • Met one on one with leadership teams about their financials

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Milwaukee, Wi, Us