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SC&H Financial Advisors Senior Management Team
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Gregory S. Horning, CPA, PFS, Partner |
- A co-founder of Stout, Causey & Horning and former Tax Manager in an international
accounting firm, Greg Horning's career is focused on the areas of taxation, personal
financial planning and multi-generational family wealth planning. In addition,
he has a strong foundation in auditing and business consulting services.
- Greg performs sophisticated federal, state, and international planning services to help clients minimize their present and future tax liabilities. Greg's clients include the firm's most sophisticated and complex high net worth individuals. He supervises and performs detailed tax, financial and estate planning projects. Greg also assists clients in meeting their objectives through the development of business plans, proposals to obtain bank and equity financing, and detailed analyses for corporate mergers, acquisitions, and reorganizations.
- Greg is a member of the American Institute of Certified Public Accountants (AICPA) and holds the AICPA's Personal Financial Specialist designation. He is a member of the Maryland Association of Certified Public Accountants (MACPA) where he served on the MACPA's Management of an Accounting Practice and State and Local Taxation Committees.
- Greg is a summa cum laude graduate of Shippensburg University, where he earned his B.S. in Accounting. He has several publication credits which include Wall Street Journal, The Baltimore Sun, Baltimore Business Journal, The Daily Record, and Statement—the periodic publication of the MACPA. In 2004, Greg was recognized by Baltimore Business Journal as one of the region's "40 Under 40". He has appeared as an expert source for tax and financial commentary for Fox 45 and Maryland Public Television.
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Robin K. Patalon, CPA, Principal |
- Robin Patalon has more than 20 years of experience both in public accounting and private industry. Over the past several years, she has focused primarily on high-net-worth individuals with tax, estate, and financial matters and family investment partnerships. Currently, Robin supervises the most complex individual and family income tax returns; she performs the complex tax and financial planning for individuals and families; she has primary compliance oversight for investment activities of all licensed advisors in SC&H Financial. Her experience in public accounting, private industry, and income tax gives Robin a unique understanding and perspective of her clients’ financial picture.
- Before joining SC&H, Robin worked for a large public company, where she built a knowledge base in corporate accounting, financial planning and analysis, and corporate tax.
- Robin holds licenses as a CPA, Investment Advisor Representative (Series 66), Registered Securities Representative (Series 7), Registered Securities Principal (Series 24), and in Maryland Life and Health Insurance. Robin is also a CFP™ professional.
- Ms. Patalon graduated summa cum laude from the State University of New York at Albany with a degree in Spanish, and earned her M.B.A. from Rochester Institute of Technology. She is a member of Phi Beta Kappa, American Institute of Certified Public Accountants (AICPA), and Maryland Association of Certified Public Accountants (MACPA). Robin serves on the MACPA Advanced Financial Planning Committee. Robin was named as a SmartCPA in 2010 by Smart CEO Magazine.
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Mike Mandish, CPA, Principal |
- Mike Mandish is a Principal in the SC&H Financial Advisors practice of SC&H Group. Mike specializes in estates and trusts along with gift and individual income tax matters.
- With over 20 years of estate and trust experience, Mike offers his clients an array of services including the administration and taxation of estates and trusts, planning and gifting, and individual income tax preparation and planning. He consults with attorneys, guiding them through probate and tax processes, and also specializes in tax planning for businesses run by sole proprietors. Mike also works closely with other members of the SC&H Group to ensure that in addition to helping his clients in his areas of expertise, their needs are met in all facets of financial planning.
- Mike leads a team of five professionals in the estate and trust group and oversees the Financial Advisor's clients in SC&H's Northern Virginia office. Since joining SC&H in 2004 as a Manager, Mike has grown this practice five-fold. Prior to his accounting career, Mike worked as a paralegal in a well-known law firm. He then worked in the estate and trust practice of a national accounting firm as a staff accountant, senior accountant, supervisor and manager.
- Mike is a Certified Public Accountant and holds a B.S. in Paralegal Studies from Stevenson University. He is an active member of the Maryland Association of CPAs (MACPA), the American Institute of Certified Public Accountants (AICPA), the Maryland Association of Paralegals and the Baltimore Estate Planning Council. Mike was named as a SmartCPA in 2010 by Smart CEO Magazine.
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Jay A. Bittner, Financial Advisor |
- As a manager and consultant for SC&H Financial Advisors, Inc., Jay assists clients with their most important financial matters including wealth management strategies, investment portfolio maintenance, and estate planning.
- Prior to joining SC&H, Jay worked as a financial services executive for a $14 billion commercial insurance broker, where he negotiated with insurance carriers and brokers, supervised a staff of 150 professionals, and served the firm’s largest clients. This depth-of-understanding makes him a tremendous asset to SC&H clients.
- In addition to earning his MBA in Finance from the University of Baltimore and a B.A. from Lycoming College in Pennsylvania, Jay is a registered Investment Advisor Representative (Series 66) and a Registered Securities Representative (Series 7).Jay is involved in the community, and his public service includes volunteering his time with the local recreational council, elementary school PTA, and the American Red Cross.
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Robert J. Schmitt, Financial Advisor |
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Robert Schmitt has over 14 years of investment management and successful client relationship experience. He has developed and encouraged long-term client relationships by providing personal needs-based investment guidance. His focus is on assisting high net-worth individuals and families plan for the future, while delivering high levels of customer satisfaction. Rob offers his clients an array of services including portfolio management and design, customized asset management programs, retirement planning, insurance, tax and income planning strategies and alternative investments.
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Prior to joining SC&H, Rob spent 4 years at Fidelity Investments where he was responsible for overseeing and managing $200 million in client assets. In addition, Rob spent 9 years at T. Rowe Price where he was responsible for driving Institutional Retirement Sales to corporate clients. His background and experience make him a tremendous asset to SC&H clients.
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Rob graduated from the highly acclaimed Stillman School of Business at Seton Hall University, with a B.S. in Business Administration. Rob is a registered representative with the Financial Industry Regulation Authority Firm (FINRA) and holds licenses as an Investment Company Products Limited Representative (Series 6), Registered Representative (Series 7), Uniform Securities Agent (Series 63), Investment Advisor (Series 65). In addition, Rob is a licensed Life and Health Insurance advisor in multiple states.
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Andrew Thompson, CFP®, Financial Advisor |
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Mr. Thompson joined SC&H as a Financial Planner to support the continuing expansion of the Firm’s Personal Financial Planning practice. His primary responsibilities include performing customized, comprehensive, personal financial planning for clients comprised of tax-advantaged portfolio management, estate, tax, and retirement planning.
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Prior to joining SC&H, Andrew was a Financial Planning Consultant for a national financial services provider. There he worked with clients on investment strategies and provided financial planning advice to meet clients immediate and future needs.
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Earlier in his career, Mr. Thompson enjoyed great success as a Sales Consultant for a leading international financial services provider. He worked closely with portfolio managers and analysts and developed working relationships with industry leading financial service firms.
- Mr. Thompson received his B.S. in Business Administration from the University of Baltimore, Baltimore MD, and received a Master of Science in Personal Financial Planning, at the College for Financial Planning. He is a Certified Financial Planner,® holds a Series 6, 7, 63, and 66 FINRA licenses and is a Member of the Financial Planners Association (FPA).
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