SC&H Group Hires Two Investment Professionals

Press Releases
Updated on: March 29, 2024

FOR IMMEDIATE RELEASE

Company’s Personal Financial Planning Practice Expands to Meet Enhanced Client Demand

SC&H Financial Advisors, the Personal Financial Planning practice at SC&H Group, an audit, tax, and consulting firm, announced that it has hired two new finance professionals to help meet enhanced client demand for services.

Caitlin P. Garner joins SC&H Financial Advisors as a Client Services Representative and Jeremy V. Harris will serve as a Financial Advisor on the team. Garner comes from Fidelity Investments, where she served as a Private Client Specialist, and Harris also previously worked at Fidelity Investments. In this position, he served as an Investment Consultant.

“As part of our ongoing efforts to deliver world class services to our clients, as well as support overall growth, we are expanding our pool of finance experts with the addition of Caitlin and Jeremy,” said Greg Horning, Managing Director, SC&H Financial Advisors.  “These two professionals will also play a key role in helping us meet enhanced demand for our services from current and prospective clients.”

A graduate of Washington College in Chestertown, MD, Garner brings more than a decade of personal financial planning experience to SC&H Group.  Prior to serving as a Private Client Specialist at Fidelity Investments, she was a Financial Representative for the company, and also worked for the House of Commons in London, England.

Harris brings close to a decade of personal financial planning experience to SC&H Group.  In his previous role at Fidelity, he provided investment consulting services to clients in the local marketplace, as well as played a critical role in business development and sales.  Prior to this position, he was an Investment Advisor at T. Rowe Price Group.

About SC&H Group

SC&H Group, LLC is an audit, tax, and consulting firm applying “expertise that works” to minimize risk and maximize value. SC&H Group’s practices advise leading companies from emerging businesses to the Fortune 500 on accounting, tax, profitability and strategy solutions. Clients in all states and worldwide benefit from SC&H Group’s commitment to delivering powerful minds, passionate teams, and proven results on each and every engagement. www.schgroup.com

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