Yvonne Talbott Scoggins is one of our paraplanners at Mainstreet. She has 17 years experience in the financial services industry. She began in the late 90s technology boom working for Charles Schwab brokerage firm. She enjoyed the challenge of working with active traders assisting them with complex option strategies. In 2001 the desire to be close to her family to help care for her aging grandparents brought her back to Maryland where she grew up. Although she remained at Charles Schwab, her job role changed to helping clients with long term investing and financial planning. This allowed her to have stronger longer lasting relationships with the clients that she helped bringing a more fulfilling purpose to her work life.
Yvonne received her Accredit Asset Management designation 2008 and became a Registered Paraplanner in 2015. She joined MainStreet in 2015. This has allowed her to continue to help investors achieve their financial goals while working in the ‘Advice Only’ business model that she has come to admire during her time in the industry.