Scott Eglseder is president and owner of Eglseder Wealth Management Group, Inc. 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 with his wife, Julie, a landscape designer. They have three children and four grandchildren.
Kimberlee White joined Eglseder Retirement Specialists in 2001 and had 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 a 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.
Jenika Downs first started working with Eglseder Wealth Management Group in March 2006 when she was studying for her FINRA Series 7 exam. She is currently a registered assistant but her primary role is marketing director. She has been instrumental in coordinating the launch and upkeep of the website and helps develop outreach initiatives and community presence for Eglseder Wealth Management.
Jenika resides part-time in Montrose, Colorado, with her husband, Jeff, daughter Lillian, and son Jackson. They raise organic grass/alfalfa hay. During the winter months, they live in Cambutal, Panama, where they spend quality family time, surf, fish, and play on the beach.
S. Chris Gostomski
Director of First Impressions
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 holds a Maryland real estate license with Benson & Mangold Real Estate.
She lives in Cordova, Maryland, with her entrepreneur husband, Tim—who owns AllType Home Repair Inc.—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 children as possible and keeping up with the many clubs that Evan attends and the sports that Matthew participates in. She enjoys biking the trails on Kent Island and gardening. The Gostomskis are active members at Bay Area Community Church in Easton. Through church they serve their community in various opportunities that arise.
Client Services/Events Coordinator
Julie Ashford joined Eglseder Wealth Management Group in the fall of 2017 as Client Services Coordinator. She is also 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).
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.