Scott focus is on understanding clients personally and financially, creating strategies aligned with their vision of true wealth, and adapting plans as their lives evolve. With 15 years of experience as a wealth advisor and a prior 7 years in Commercial Finance, he values the power of teamwork and collaboration. People and relationships drive him to make a positive impact in the lives of his clients through finance. Scott believes in continuous improvement and strives to grow personally and professionally while making a positive impact in others’ lives.

Meet Our Team