Our Support Team

Scott joined our team in 2008. As a Director of Advisor Investment Operations he assists advisors as they develop comprehensive financial and investment planning, insurance and estate plans. He also helps to develop and implement marketing projects. Before joining us he worked for Summit Financial in Parsippany, New Jersey after earning his BS in Finance from Fairleigh Dickinson University. He enjoys watching and playing sports, and spending time with his friends and family.

Jennifer "Jen" Markowski is the Chief Operations Officer and Marketing Director at M Financial. Since joining the firm in 2007, she has helped shape the organization's growth by leading initiatives across operations, technology, human resources, compliance, marketing, and client communications.

Jen works closely with the firm's advisors and leadership team to enhance operational efficiency, strengthen client and advisor engagement, and implement strategies that support long-term business growth. Her background in publishing and communications has equipped her with a unique ability to translate complex ideas into clear, effective messaging and practical solutions.

Before joining M Financial, Jen spent more than ten years in the publishing industry. She studied Journalism and American Studies at Rider University and remains passionate about helping clients and advisors navigate an increasingly complex financial landscape through education, communication, and thoughtful planning.

Jessica joined our team in 2015 and comes to us with 8 years in the franchising industry. As the Office Coordinator, she is the first point of contact for everyone who calls and visits our office. Before joining us, she worked at Vanguard Cleaning Systems as the Office Manager. Jessica enjoys arts and crafts and live music. In her spare time she creates her own mosaic art.

Christian is a Paraplanning Assistant and he also holds the CFP® designation. With a strong foundation in comprehensive financial planning, Christian works closely with our Advisors who develop personalized strategies across key areas such as retirement planning, tax-efficient investment management, risk management and mitigation, and long-term goal setting.

Outside of his professional life, Christian is an avid golfer and a dedicated Philadelphia sports fan, cheering on all of the Philadelphia area sports teams. He’s also a committed fitness enthusiast who enjoys staying active, spending time on the golf course, being with family, and trying out new restaurants.

Favorites

• Favorite Restaurant: Macaroni's Restaurant – a Northeast Philadelphia Italian staple 
• Favorite Golf Course: Tot Hill Farm Golf Club – located just outside of Pinehurst, the “golf capital” 
• Favorite Place Traveled: Muscat, Oman
   

Delvis joined our team in 2023 as a Paraplanning Assistant, where he assists advisors as they create comprehensive financial and investment planning, insurance planning, and estate planning. Before joining our team, Delvis graduated Cum Laude from Penn State with a B.S. in Finance. Delvis enjoys spending time with family, dining at new restaurants, snowboarding during the winter months and playing soccer.

Sharon joined our team in 2023, and she brings with her more than 15 years of experience as a financial professional. Before joining us, Sharon worked in maintaining client relationships at Wells Fargo Advisors as a Senior Registered Client Associate. Sharon is a graduate from the University of Maryland Global Campus, and holds her Series 7, 66 certifications held through LPL Financial. Outside of work, Sharon enjoys spending time with her family, shopping and travelling.