The Scannell Wealth Management Team is comprised of a strategic five-person multi-disciplinary team with two Certified Financial Planners™, two Certified Public Accountants, one Juris Doctor, and one client relations and communications guru. Our team has over 35 years of Financial Planning experience. Scannell Wealth Management was founded in 2008 by Tim Scannell, and he has grown the practice to its current state. Scannell Wealth Management joined HighTower Advisors in 2008 and was the second team to join the team of elite advisors.
Meet the Team
Mr. Scannell is a Managing Director and Partner at HighTower. Mr. Scannell brings more than 30 years of experience in the financial services industry to his wealth management clients.
""We believe that money is a means, not an end. More important than the accumulation of funds is the utilization of assets to achieve life dreams or goals. Perhaps retirement, independence, travel, or providing for future generations is part of your long-term plan. Our objective is to help you realize your dreams.""
Mr. Scannell started Scannell Wealth Management in 1996 and his team joined HighTower in October, 2008. Mr. Scannell's client service specialties include corporate cash management, budgeting, comprehensive wealth planning and income tax planning.
Mr. Scannell received his BS in Accounting from the University of Illinois. He is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ (CFP®), and a Registered Representative. He holds Series 7, 24, 53, 63 and Series 65 FINRA securities registrations.
Mr. Barnes is a Wealth Advisor with HighTower Advisors, specializing in individual estate planning, investment, retirement, education and tax planning and life and health insurance for professionals and their families.
“Our strategy is to independently assess and utilize investment products that are suited to the individual client.”
At Scannell Wealth Management, Wes prepares a customized wealth management plan for each client and then assists them to proactively implement, monitor and revise the plan as their situation, the economy and tax laws change. Through sound processes and procedures, his efforts are designed to help ensure clients’ investments keep pace with the changes in their lives.
Mr. Barnes received his BA in Mathematics from Hanover College. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), and a Registered Representative. He holds Series 7 and Series 66 FINRA securities registrations. Mr. Barnes rejoined the Scannell team in June 2013 after completing a tour of duty in Afghanistan as a Rifle Platoon Commander with the United States Marine Corps.
Mr. Lauer is a Certified Public Accountant and Financial Advisor at Scannell Wealth Management specializing in tax planning and advisory services. John has 8 years of professional experience in the accounting & tax profession. He also has his Series 66 and Series 7 licenses.
At Scannell Wealth Management, John prepares customized, comprehensive tax plans for each client and then assists them to proactively implement, monitor and revise their plan as their situation, the economy and tax laws change. Through tax planning, John is able to help clients, avoid unnecessary taxes and keep more money in their accounts.
Mr. Lauer received his Bachelor of Science in Business and Economics from North Park University – Chicago. He then went on to receive his MS in Taxation from Northern Illinois University. John is a Licensed Certified Public Accountant. He worked 2 years for a CPA firm providing tax planning services and preparing tax returns. He also spent the past 6 years with the IRS as an Auditor, where he worked in both Small Business Audit & the Global High Wealth Industry. While at the IRS, John examined tax returns and tax structures of some of the wealthiest individuals in the world. He is passionate about working with clients and assisting them in reaching their financial goals.
As a hobby, John enjoys exercising, spending time outdoors & spending time with his beautiful wife and son."
Mr. Zimmerman is the Operations Manager at Scannell Wealth Management where he specializes in proactively serving our clients’ requests. Through day-to-day operations, Jonathan is able to help our team implement, monitor and assess plans for our clients.
After graduating from Valparaiso University Law School in May 2014, Mr. Zimmerman joined Scannell Wealth Management at HighTower Advisors as an Operations Manager in October 2014. Mr. Zimmerman specializes in the daily operations of the firm, including the efficient allocation of firm resources and timely performance of client services.
Mr. Zimmerman earned his B.S. in Management with a concentration in International Business from the Krannert School of Management at Purdue University. Prior to joining Scannell Wealth Management, Mr. Zimmerman completed a federal judicial externship working for United States District Court Judge Jon E. DeGuilio as well as an eight-month judicial internship working for Justice Steven H. David of the Indiana Supreme Court. Additionally, Mr. Zimmerman completed internships with the Federal Public Defenders’ Office (N.D. Ind.); Lake County Superior Court (County Division 1); and Chapter 13 Bankruptcy Trustee, Deb Miller (South Bend/Fort Wayne).
Mrs. Boggs is the Communications Manager at Scannell Wealth Management in Valparaiso, Indiana. She specializes in marketing, communications, events, sponsorships and public relations. She proactively communicates with our clients and helps them to understand current market conditions. Hannah is an invaluable asset to the team, ensuring every client receives the attention and service that Scannell Wealth Management provides.
Mrs. Boggs received her Bachelors of Science in Business Administration with a concentration in Marketing from Valparaiso University. Prior to joining Scannell Wealth Management, Hannah was a Marketing Intern at Intaglio Plus Printing Company where she ran social media and helped clients receive personalized customer service. She also interned at Faith Lutheran Church where she helped plan and run programs throughout the church, in her hometown of St. Louis. Hannah enjoys volunteering and helping around her local community.
Mr. Breese is the Operations Associate at Scannell Wealth Management where he assists in proactively serving our clients’ requests and maintains many aspects of our client account management. Brian is an integral part of the team and contributes in day-to-day implementation, monitoring and evaluation of plans for our clients.
Brian graduated from Valparaiso University in May of 2016 where he earned his B.S in Business Administration with a concentration in Finance. Prior to graduation, Brian completed a year-long internship at Scannell Wealth Management where he learned first-hand what it means to be part of a fiduciary wealth management team. Since his internship, Brian has transitioned into a full-time member of the team and works diligently towards our mission.
Brian is a region native out of Hobart, Indiana. He enjoys playing golf and spending time at Lake Michigan’s shoreline.
Jania began her career at ADP’s Retirement Services Division and spent 10 years helping them become one of the largest retirement plan providers in the country. During her time at ADP, she worked with channel partners such as Merrill Lynch, Morgan Stanley, Goldman Sachs and Bank of America. Jania then became a Senior Account Executive for Fidelity Investments. While at Fidelity, Jania built retirement plan solutions for mid-market companies. Jania gained tremendous exposure to the challenges plan sponsors face and their need to have a fiduciary partner. This exposure led her to leave Fidelity and form a team of consultants that had a unified focus on helping plan sponsors with their fiduciary responsibilities.
Jania has been featured in the Washington Post, 401(k) Wire and 401(k) Advisor Magazine. Her team won one of the most prestigious awards in the industry in 2013; the 401(k) Advisor Leadership Award sponsored by National Association of Plan Advisors (NAPA).
Ms. Stout was appointed to the Leadership Council of National Association of Plan Advisors (NAPA) in spring of 2014. The Council is charged with setting the strategic direction and making policy decisions on all matters related to NAPA’s mission. Membership is comprised of nine voting member advisors—defined as individuals who are focused on advisory services directly to plan sponsors and their participants. She is a regular speaker at the Plan Sponsor National Conference as well as a contributor to many industry publications.
Jania holds her FINRA Series, 7, 6, 63 and 66. Ms. Stout was a two sport Division 1 athlete and graduated with a double major from Hofstra University. She is a 2008 graduate of the Greater Baltimore Committee (GBC) Leadership program and a board member of the Girl Scouts of Central Maryland. In her free time she coaches girls’ lacrosse and is the lacrosse commissioner at LTRC where she oversees 36 youth teams across the state. She resides in Phoenix, MD with her two daughters, Hannah and Sophie.
Prior to co-founding Fiduciary Plan Advisors, Chad was the Director of Investment Consulting at a regional consulting firm overseeing $2.7 billion of qualified and non-qualified plan assets. Unlike most investment-oriented consultants who begin their careers as wealth managers, Chad began working for a local TPA/Recordkeeper out of college. That experience strengthened his understanding of ERISA compliance and gives him a unique view of structuring investment programs for retirement plans.
Chad graduated magna cum laude from Bloomsburg University of Pennsylvania with a focus in business finance and English, is a CFA charter holder as well as a CERTIFIED FINANCIAL PLANNER™ practitioner. He was honorably discharged from the United States Marine Corps after serving four years in the infantry and as a scout sniper. Chad currently lives in Crownsville, MD with his wife, Jill, of 19 years and two daughters, Dorothea (8yrs) and Sylvia (5yrs).
Sarah has earned her reputation as a detail-oriented executive leader who can synthesize complex business challenges to uncover solutions and opportunities for entrepreneurs. Sarah guides clients through a multi-faceted planning process where both financial and business goals are optimized for business transition. Sarah assists clients in determining whether they can afford to exit their business and what options are best – stay, grow or exit their business. Armed with a comprehensive plan and analysis, clients can make well-informed decisions in monetizing the value of their businesses. Through HighTower’s strategic advisory network, Sarah can help clients execute their plan.
Sarah holds a Bachelors of Science degree in Management Science and Statistics with specialization in Decision Information Systems from the University of Maryland. She’s also completed courses in Executive Management and Innovation Management Program from University of Maryland’s A. James Clark School of Engineering and Robert H. Smith School of Business. Sarah and her husband, Hamid, live in Bethesda. Sarah has a passion for helping entrepreneurs and enjoys being active in the DMV's startup community. In her free time, she enjoys traveling and spending quality time with friends and family.
Matthias Paul Kuhlmey is Head of Global Investment Solutions (GIS) at HighTower. Mr. Kuhlmey founded HighTower’s Global Investment Solutions division in 2011 to deliver investment research, analytics, due-diligence, and access capabilities for HighTower advisors. Since that time, GIS has expanded further to include trading, lending, trust services, corporate services, and retirement plans. Specializing in global asset allocation concepts, Mr. Kuhlmey brings more than 20 years of international banking experience to HighTower.
Prior to joining HighTower, Mr. Kuhlmey served as an Executive Director at UBS’s prestigious Private Wealth Management Office in New York. Prior to this position, he oversaw the New York-based Domestic Private Banking Team at Bank Julius Baer in the U.S. While with Deutsche Bank AG in New York, Mr. Kuhlmey was actively involved in projects leading to the integration of Bankers Trust Co. into Deutsche Bank’s U.S.-based operation.
Mr. Kuhlmey received his degree in Business Law from the University of Applied Sciences in Lüneburg, Germany, and a Diploma in finance and banking from the Hannover Business School in Germany. Mr. Kuhlmey holds FINRA Series 7, 63 and 65 licenses.
Mr. Kuhlmey is an avid blogger and a frequent contributor to WealthManagement.com, The Huffington Post and Chuck Jaffe’s Money Life podcast.
Matt Harris brings over 7 years of investment analysis and capital market experience to HighTower. His current focus is capital market analysis, manager search and selection, and intellectual property creation. Prior to joining HighTower, he worked as a Financial Advisor with a Senior Institutional Consulting wealth management team, which subsequently left Morgan Stanley in the fall of 2008 to join HighTower. His work within the wealth management team focused on investment analysis, portfolio construction, and asset allocation.
Mr. Harris holds the FINRA Series 7 and 66 securities licenses and Chartered Market Technician (CMT) designation. Mr. Harris played intercollegiate soccer for both University Nevada‐Las Vegas and San Francisco State University, and graduated from San Francisco State University with a BS degree in Finance.