get to know us
A Team You Can Trust
What sets us apart is more than our personalized approach. Through a strategic partnership with TAG Advisors, one of the largest branches at Cambridge, we access a deep pool of specialized professionals across the financial industry. This collaboration enhances every service we offer, ensuring our strategies are backed by the latest insights in investment management, risk planning, and compliance.
Nathan Scarborough
Registered representative
I’m committed to educating my clients in a way that’s easy to understand, empowering you to make confident financial decisions. Whether it’s secure income planning, tailored investment management, or smart tax strategies, my focus is always on helping you achieve your goals while keeping life simple. I believe in earning trust through every conversation, standing on the same side of the table as you to navigate the investment world together. For me, money is a tool—not the goal—and I take my fiduciary responsibility seriously to ensure it works for you.
TAG Invest
Our partnership with TAG Advisors provides access to robust back offices that enhance the value we deliver to you. Through TAG Invest, we build portfolios tailored to your financial goals, focusing on tax efficiency, expense reduction, and risk management. By blending low-cost strategies with active investments where they make the most impact, we ensure your portfolio works cohesively with your broader financial picture.
Jasen Dahm, CFA, CPA
Managing director
With experience managing over $1.1 billion in assets, Jasen is also the author of the Amazon bestseller Nutshells: Planning Strategies for a Tax-Free, High-Income Retirement.
Mark Kelly, CFA
Case Liaison
Mark earned his degree in Finance and International Business from Drake University in Des Moines, IA, and holds the Chartered Financial Analyst designation.
TAG Retire
Our partnership with TAG Advisors provides access to back offices that specialize in tailored and compliant retirement planning. With deep knowledge of qualified plans, their guidance is fully independent of specific funds or products, ensuring your plan is tailored to your unique needs. Backed by experience managing over 1,400 plans and more than $2 billion in assets, at TAG Retire we help provide a retirement strategy you can trust.
Chuck Hammond, AIF®, PPC®, CMFC®
Managing director
Chuck oversees outreach, education, and support on qualified plans, managing 26 personally and leading a team handling 950 plans with $1.7 billion in assets; he also founded The 401(k) Study Group, a network of 15,000 retirement professionals.
Dave Scheetz, AIF®
Director
Mark earned his degree in Finance and International Business from Drake University in Des Moines, IA, and holds the Chartered Financial Analyst designation.
TAG Protect
Through TAG Protect’s sophisticated back offices, we connect you to insurance solutions tailored to your specific needs. By working with trusted partners, including the Cambridge Insurance Center, we coordinate resources to address challenges like income protection, wealth transfer, and estate planning. Acting as a concierge, TAG Protect ensures you have the guidance and tools needed to manage risk effectively and confidently.
Eric P. Miller, FLMI
Managing director
Eric works with preferred insurance partners and the Cambridge Insurance Center to develop strategies for income protection, business continuity, retirement planning, and wealth transfer.
