The New York Stock Exchange
The New York Stock Exchange recently welcomed Buddy and Jake, as guests of Charles Schwab, to participate in the ringing of The Closing Bell®.
Northwestern Mutual Mid-Atlantic
Buddy, Casey and several clients attended a Northwestern Mutual Mid-Atlantic event at the Sagamore Pendry, featuring Brent Schutte, Northwestern Mutual Wealth Management Company Chief Investment Officer, and Ron Joelson, President, Northwestern Mutual Investment Management Company. They discussed their take on the economy and the strategy and investment philosophy that drives the growth behind Northwestern Mutual’s portfolio.
Forbes and Northwestern Mutual Community Event
Forbes media chairman Steve Forbes and Northwestern Mutual chairman and CEO John Schlifske provide their thoughts on the markets and economy in Baltimore, Maryland, addressing local business executives and community leaders.
The Harry and Jeanette Weinberg Foundation
Buddy and Casey represented Goldman Associates at the Biennial Community Gathering for The Harry and Jeanette Weinberg Foundation.
Buddy and Casey attended the Charles Baum Leadership Symposium where Mario Gabelli spent the evening revealing his investment philosophy.
Lardarius Webb Foundation
Goldman Associates and several clients attended Celebrity Waiter at Pazo benefitting the Lardarius Webb Foundation. The foundation benefits and provides aid to underprivileged children and their families.
Torrey Smith Foundation
Buddy, Dan and several clients attended Celebrity Waiter, an annual charity dinner that features players from the NFL Baltimore Ravens team and benefits the Torrey Smith Foundation.
Goldman Associates and clients attended an Evening at M&T Bank Stadium where they participated in a tour of M&T Bank Stadium and field drills led by Baltimore Ravens players. All proceeds benefited the Torrey Smith Foundation.
Buddy attended the Battle of the Beltway celebrity all-star basketball game with his family and several clients. The game featured players from pro NFL teams, the Baltimore Ravens and the Washington Redskins. All proceeds benefited the Torrey Smith Foundation and the Ryan Kerrigan Blitz for the Better Foundation. For more information on the Foundation please visit: https://www.torreysmith.org/
Northwestern Mutual of Maryland Sponsors Celebrity Server Night Featuring Matt Birk & Friends
Northwestern Mutual of Maryland and Scott are proud to announce their sponsorship of the HIKE Foundation's Celebrity Server Night at Morton’s Steakhouse. They will be joining Matt Birk, along with some of his Baltimore Ravens teammates and celebrity friends as they trade in their helmets and jerseys for plates and aprons to benefit a great cause.
The HIKE Foundation (Hope, Inspiration, Knowledge, and Education) was established by Matt Birk to provide at-risk children in the Baltimore area the opportunities they need to excel. Interactive programs, educational help, and resources helps these children excel in life, both in the classroom and out. The HIKE Foundation benefits children in all stages of their lives, from elementary school through college.
Through this sponsorship, Northwestern Mutual of Maryland and Scott welcome the opportunity to partner with Matt Birk in support of the HIKE Foundation and the local community.
A new decade brings excitement, abundance, and possibility. Pictured is Scott’s family at the Baltimore Running Festival in October 2019. Rachel, Hannah, and Scott each ran a leg in the marathon relay (on separate teams), Abbey completed the half marathon, and Phoebe cheered for us with Grandad and Bebe. Running became a hobby of Scott’s 4 years ago to spend more time with his family, get in shape, and try to keep up with these amazing ladies! Rachel leads the Girls on the Run program at school where Phoebe can now run a 5k.
During the Covid-19 pandemic, our hearts and prayers go out to those affected by the virus. During this time of distancing, Scott’s family has enjoyed many runs together. They run for their physical and mental health, they run to honor those on the front line, they run for those we lost, they run for each other.
Scott has learned much about himself through running and realize the many parallels to financial planning. We get better incrementally through habits, focus, goals with time frames, patience, strategy during setbacks, commitment, sacrifice, and grit. Smaller accomplishments do cascade to larger ones…over time. Scott trusts we will emerge from this pandemic more connected, more focused, and more thankful for what we have. Stay active, stay safe, keep running!
Rose Bowl 2018
Scott is pictured as President of Northwestern Mutual’s Association of Network Representatives. In this role, Scott and his Planning Committee, were responsible for the educational and motivational content for NM advisors, and their Teams and families from every State in the US. The four-day meeting featured expert speakers from within NM, motivational speakers hired from outside NM, and entertainment from Frank Caliendo and Imagine Dragons.