Scott serves as Chairman to Corbett Road and is a member of the Corbett Road Investment Committee. Prior to founding Corbett Road, Scott was a Branch Manager at Charles Schwab and began his financial services career at Legg Mason Wood Walker. Scott earned his BS in Consumer Economics from the University of Delaware and MBA from the University of Baltimore. He is a Certified Financial Planner™ and holds FINRA Series 7, 9, 10, 63, and 65 licenses and Life, Health, and Variable Annuity Insurance licenses.

Matthew is the President of Corbett Road and a member of the Corbett Road Investment Committee. He brings years of wealth management experience to the team and has been extensively quoted in several national publications and news outlets, including Forbes, CNBC, Yahoo Finance, and USA Today. Prior to Corbett Road, Matthew worked for Fidelity Investments, providing financial services and retirement planning to clients. He has a Bachelor of Science from Virginia Tech and has earned the Certified Financial Planner^™, Chartered Financial Consultant^®, Behavioral Financial Advisor™, and Certified Financial Fiduciary^® designations. He also holds FINRA Series 7 and 66 licenses, as well as Life, Health, and Variable Annuity insurance licenses. Matthew is a member of the Financial Planning Association and Virginia Tech Alumni Association.

Maureen is a Managing Partner of Corbett Road and oversees client relations and general administration for the team. Maureen previously worked as an account services supervisor at ADVISORport Inc., a financial services provider. She has years of experience work in the financial services industry providing excellent customer service to large enterprise sponsors, RIAs, and money managers. Maureen earned a Bachelor of Science in Business Administration from Cabrini College and holds FINRA Series 7, as well as Life, Health, and Variable Annuity Insurance licenses. She is also an Accredited Asset Management Specialist and Certified Financial Fiduciary®.

Jeff is a Managing Partner at Corbett Road and serves as Lead Chair on the Corbett Road Investment Committee. Prior to joining Corbett Road, Jeff spent 17 years as a VP/Branch Manager at Charles Schwab, overseeing several branch locations in Maryland and Virginia. Jeff spent his early years in the industry with T. Rowe Price Associates and Legg Mason Wood Walker. Jeff has a Bachelor of Science in Consumer Economics from the University of Delaware and holds FINRA Series 7, 9, 10, 63, and 65 licenses. He has also earned the Accredited Asset Management Specialist and Certified Financial Fiduciary® designations, and completed the Certified Investment Management Analyst Executive Education Program through the University of Chicago Booth School of Business.

Rush is a Managing Partner of Corbett Road and directs the Investment Management Division. He is a member of the Corbett Road Investment Committee and is the Portfolio Manager for the Opportunity, Dynamic ETF, and Core Demand strategies. Before joining Corbett Road, Rush worked at two of the largest financial institutions in the country in a variety of roles, including management, operations, and lending. Rush has a Bachelor of Science in Finance from Virginia Tech and holds FINRA Series 7 and 66 licenses. He is a CFA Charterholder and a member of the CFA Institute and CFA Society of Washington, D.C.

Lili provides her clients with the support they need to identify their goals and develop sound plans for their financial future. She believes success should be measured not just by your financial well-being, but by how confident you feel about your future. Her mission is to help clients reach their financial goals through a relationship based on personalized, knowledgeable advice. Lili earned her BA from George Mason University and MBA from George Washington University. She is a Certified Financial Planner™ and Certified Financial Fiduciary®. Lili also holds FINRA Series 6, 7, 63, and 65 licenses and Life, Health, and Variable Annuity Insurance licenses.

Will offers clients years of financial services, investment guidance, and individualized planning experience. Will uses smartlife™ to uncover a client’s true goals and assist them in the pursuit of their various endeavors. Prior to joining Corbett Road, Will worked as a Client Relationship Advisor for a mutual fund company. While there, he provided retirement planning services to their high net asset clients. Will earned a Bachelor of Arts from James Madison University and is a Certified Financial Planer™, Behavioral Financial Advisor™, and Certified Financial Fiduciary. He holds FINRA Series 7, Series 63, and Series 65 licenses.

Kayla is a Financial Planner at Corbett Road. She is a Certified Financial Planner™ and has years of experience in financial services and financial planning, with focuses on retirement and tax planning. She graduated summa cum laude from North Carolina State University with a BS in Education and earned an MBA from the University of North Carolina at Wilmington. She holds a FINRA Series 66 license, as well as North Carolina Life, Accident and Health or Sickness, and Medicare Supplement and Long-Term Care Insurance licenses. Kayla is also a board member for the New Hanover County Nursing Home Advisory Committee.