McCaskill Financial Employee Directory

Financial ServicesMaryland, United States2-10 Employees

McCaskill Financial is a small independent financial services advisory practice based in Frederick, Maryland. Drawing on more than a century of collective advisory experience, its professionals pursue a comprehensive financial planning approach that addresses both investment management and broader planning needs. The firm emphasizes a strong presence in the Frederick community and serves local residents as well as neighboring areas. Rather than a one-size-fits-all program, it designs personalized strategies tailored to each client's situation, attitudes toward risk, and goals. Its securities and advisory offerings are conducted through Commonwealth Financial Network, a registered investment adviser, while fixed insurance products and related services are provided separately. Portfolios are built to adapt to market shifts and changes in clients’ lives, reflecting an emphasis on ongoing alignment with personal circumstances.

Find McCaskill Financial employees' phone numbers or email addresses

McCaskill Financial Global Highlights

Location
Employees

North America
9

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  • United States Of America
    9

McCaskill Financial's Leadership

  • Stylized image of a person
    S. M.
    President - Certified Financial Planner®
    Phone icon
  • Stylized image of a person
    C. G.
    Co-Founder
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  • Stylized image of a person
    S. W.
    Analyst
    Phone icon
  • Stylized image of a person
    E. L.
    Administrative Assistant
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  • Stylized image of a person
    B. K.
    401(k) Client Services
    Phone icon
  • Stylized image of a person
    L. B.
    Client Service Specialist
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  • Stylized image of a person
    M. S.
    Phone icon

McCaskill Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Consultant

Contact profiles from McCaskill Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. M.
    President - Certified Financial Planner®
    Phone icon
    United StatesMaryland
    Apr 15, 2026
  • Stylized image of a person
    C. G.
    Co-Founder
    Phone icon
    United StatesDistrict of Columbia
    Aug 03, 2024
  • Stylized image of a person
    S. W.
    Analyst
    Phone icon
    Oct 18, 2025
  • Stylized image of a person
    E. L.
    Administrative Assistant
    Phone icon
    United StatesMaryland
    May 29, 2026
  • Stylized image of a person
    B. K.
    401(k) Client Services
    Phone icon
    United StatesDc
    Jan 05, 2025
  • Stylized image of a person
    L. B.
    Client Service Specialist
    Phone icon
    United StatesMaryland
    Jul 30, 2024
  • Stylized image of a person
    M. S.
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is McCaskill Financial known for?

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McCaskill Financial operates in the Financial Services industry. The company's main headquarters is located in 220 West Patrick Street Frederick, Maryland 21701 United States; you can contact the main corporate office by phone at . Explore McCaskill Financial's company overview page for more information.

What is McCaskill Financial's most common email format?

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McCaskill Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more McCaskill Financial email formats with LeadIQ.

How many employees does McCaskill Financial have currently?

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McCaskill Financial has approximately 6 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are McCaskill Financial's key employees and leadership?

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As of February 2026, McCaskill Financial's key employees include:

  • President - Certified Financial Planner®: S. M.
  • Co-Founder: C. G.
  • Analyst: S. W.
  • Administrative Assistant: E. L.
  • 401(k) Client Services: B. K.

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