Scott E. Alberding

ChFC, CFP

ChFC, CFP

Senior Vice President/Investments

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Scott began his investment career in 1996 by helping employees of a large internet company manage and diversify their company stock. It was a great opportunity for Scott to work with employees and executives and provide strategies tailored to their unique financial objectives. In 2007, Scott joined Stifel, one of the nation’s leading wealth management firms. Stifel’s robust platform and vast array of resources help Scott support his clients and their financial goals.

Scott believes it is important to continue advancing his education within the investment industry. As such, Scott obtained the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards Inc., which identifies individuals who have met the CFP Board’s experience requirements, successfully completed financial planning coursework, and passed the CFP® Certification Examination. Scott has also earned the Chartered Financial Consultant® (ChFC®) designation and holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses, including annuities.

Scott and his wife have been married for over 25 years. They have a son and a daughter, both recent college graduates, and three energetic small dogs at home. In his spare time, Scott enjoys golf and travel.

Shelley Cole

Client Relationship Manager

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Shelley has worked alongside Scott for over 20 years and joined Stifel in 2007. She holds Series 7, 9 & 10, and 63 securities licenses.

Shelley plays an integral role in maintaining the high level of service and personalized attention that clients have come to expect. She enjoys catching up with clients and their families, building lasting relationships, and helping ensure that their questions and requests are handled efficiently and thoughtfully.

Away from the office, Shelley enjoys traveling and playing pickleball/tennis. She also loves spending time with her family, including her Golden Doodle, Cooper.

Josie Scramlin

Registered Client Service Associate

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Josie is the newest addition to the team, joining in 2025 after graduating from the University of Richmond. She holds Series 7, 63, and 65 securities licenses and is committed to continuing her professional development within the financial services industry.

Josie strives to get to know our clients better and works closely with them to support account administration and day-to-day operational needs. She is also our team’s Stifel Wealth Tracker expert.

Outside of the office, Josie enjoys playing board games with her family and creating watercolor and marker illustrations.