Journey Financial Group

Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and CPA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, how to equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.



Advisors

John Scott

John Scott

CFP®

Private Wealth Advisor

Franchise Owner
Visit John Scott's website
Rebecca E Shriner

Rebecca E Shriner

Financial Advisor

Managing Partner of Journey Financial Group
Visit Rebecca E Shriner's website

Team

Joann Maloney

Joann Maloney

Paraplanner,

Client Service Specialist

Qualifications

  • A results-oriented professional with 15+ years in the financial services industry possessing a Bachelors of Business Administration degree.
  • She is Series 7, 63, 65, 66 and Life & Health licensed
  • Possesses a high level of discretion and confidentiality gained through previous positions including the Securities and Exchange Commission and U.S Trust Company of NY.

Roles & Responsibilities

  • Closely assists John and Rebecca in appointment setting and preparation, executing post meeting transactions, and is the lead associate for clients’ servicing needs.
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Annette Roberts

Annette Roberts

Client Concierge,

Marketing Consultant

Qualifications

  • 7+ years of event planning, marketing and social media management in the healthcare arena.
  • Also brings 15+ years of interpersonal skills, organization, administration and self-motiviation to ensure clients and employer receive the highest value and outcome possible.

Roles & Responsibilities

  • Closely works with John and Rebecca in engaging and communicating with their clients and the public through educational events, social activities and media interaction.
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