Scott Eglseder
President
Scott Eglseder is president and owner of Eglseder Wealth Management Group. He began his career in 1984 and worked in association with several well-established financial planners prior to incorporating his own business in 1996.
His mission and passion is to provide retirees and people who are about to retire with sound advice in the five key areas of financial planning: protection, estate planning, cash flow, income tax reduction, and investments.
Scott holds the Registered Representative, Investment Adviser Representative, and Registered Securities Principal FINRA registrations with Commonwealth Financial Network®, as well as an insurance license for annuities, life, health, disability, and long-term care.
Born in Easton and raised in St. Michaels, Scott graduated from St. Michaels Senior High School in 1978 as his class valedictorian. He attended the University of Maryland at College Park, where he graduated in 1984 from the honors program, magna cum laude, with a BS in psychology.
In addition to his work, Scott thoroughly enjoys the outdoors, good food, exercise, sports, and his vegetable garden. Scott lives in Easton. He has three children and seven grandchildren.
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Kimberlee White
Registered Assistant
Kimberlee White joined Eglseder Retirement Specialists in 2001 and worked with us through 2008 as our bookkeeper and client services associate. Kim re-joined our team as a registered assistant in 2010. Kim has an integral role in completing the daily trades, transactions, and maintenance on client accounts as instructed by Scott Eglseder, president. Kim takes great pride in her work and strives to complete every client transaction timely and accurately.
Kim holds the FINRA Series 7 securities registration with Commonwealth Financial Network® and has an associate degree in business administration and accounting from Computer Systems Institute in Pittsburgh, Pennsylvania. Kim is also a licensed Talbot County notary public.
Kim enjoys camping, canoeing, needlepoint, and spending her free time with her family and friends. Kim is involved in the Talbot Interfaith Shelter, where she has served as treasurer. She will continue to support and volunteer whenever needed.
Kim resides in Easton with her three children, Tyler, Nick, and Alex; and their two cats, Moana and Dumpster.
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S. Chris Gostomski
Chief Administrative Officer
Chris Gostomski is a native of Maryland’s Eastern Shore with family ties going back many generations. She graduated from Easton High School and went on to study sales and marketing and real estate at Chesapeake College. Chris still holds a Maryland Real Estate License with Benson & Mangold Real Estate.
She presently lives in Cordova, Maryland, with her husband, Tim, who works for the Maryland State Police as the operations manager of the Facility Maintenance Division, and their two sons, Evan and Matthew, in addition to their golden retriever, Chester.
When not working, Chris enjoys spending as much time with her boys as possible and keeping up with the many sports that Matthew participates in. She enjoys biking the trails on Kent Island and gardening. The Gostomskis are active members at East Point Community Church in Easton. Through the church, they serve their community in various opportunities that arise.
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Julie Ashford
Client Services
Julie Ashford joined Eglseder Wealth Management Group in the fall of 2017 as a client services coordinator. She was also the events coordinator, in charge of planning and coordinating client events as well as oyster events for the Chesapeake Bay Oyster Reef Recovery Initiative, a not-for-profit oyster restoration program (www.oystersforthebay.com). In August of 2022, Julie handed off the events coordinator and program manager duties to focus more on client services.
Julie is a native of Maryland’s Western Shore, growing up outside of Annapolis. She went to St. Margaret’s School in Virginia for high school and, some years later, ended up living in that area for several years. Julie also moved to Wisconsin for many years before returning to Maryland in 2014 with her daughter, Devin.
When Julie is not working she enjoys spending time with her daughter (when she is home from college) and playing with the dogs. Reading is one of her great loves, and she makes time every day to sit down and read at least a few pages.
Julie is excited to be a part of the Eglseder Wealth family and looks forward to getting to know the clients.
Cynthia "Cindy" Wagner
Client Services
Cynthia Wagner officially joined Eglseder Wealth Management Group in the fall of 2021. Prior to that, Cindy worked in conjunction with Eglseder for years helping clients obtain and/or maintain long-term care insurance coverage. Cindy has held her Maryland Life/Health license since 2001 and obtained her CLTC® designation (Certification in Long-Term Care) in 2015. Prior to transitioning into the insurance side of the business, Cindy was a Registered Representative holding FINRA Series 6 and 63 securities registrations in the financial industry.
When Kim White, Eglseder Wealth Management’s registered assistant, was out on medical leave, Cindy was asked to come in and help. When Kim was ready to come back to work, Scott asked Cindy to stay on and join the team on a permanent basis.
Cindy is a lifelong resident of the Eastern Shore and, when not working, enjoys antiquing and quilting. She also enjoys rug hooking and participating in living history events. She spends as much time as possible with her family and her two dogs, Shiloh and Alli, who can be quite lively on occasion.
Suzanne Anderson
Event Coordinator
Suzanne Anderson joined Eglseder Wealth Management Group in the summer of 2022 as the events coordinator. In addition to planning and coordinating events, she manages the Chesapeake Bay Oyster Reef Recovery Initiative, a not-for-profit oyster restoration program (www.oystersforthebay.com). Suzanne is a native of Virginia, growing up in the Tidewater region. She graduated from Longwood College with a bachelor of science degree, specializing in textiles and merchandising. She spent a decade as a clothing buyer for a multi-store operation known as Belk/Leggett Department Stores. She met her husband there and later moved to the Eastern Shore. Suzanne became the children’s director at First Baptist Church in Easton and coordinated many events, including Vacation Bible School, for over 13 years. Suzanne resides in Easton with her husband, two daughters, and many fur babies. When she is not working, she enjoys spending time with her family and friends, camping, boating, swimming, and being active outdoors as much as possible. She also sings in a local band, Distilled Grace.
Jake Eglseder
Chief Comfort Officer
Jake Eglseder has been on the Eastern Shore all his life. He started out on a farm in Cordova, Maryland, as a young pup in the winter of 2018. Jake joined the Eglseder Wealth Management Group family at just eight weeks of age as our Chief Comfort Officer, where he always puts his best paw forward.
He loves to greet clients with his special brand of love by leaning on legs and begging for scratches or treats.
Jake’s hobbies include destroying any toy with a squeaker inside as well as empty water bottles, cardboard boxes, and hours of chewing on yummy bones from the local Amish Market. He also enjoys long naps under the reception desk, where you can occasionally hear him snoring on the job.