Scott guides families to create and live their vision of financial success. He also serves as a relationship manager for several corporate accounts. Scott’s extensive career in the financial industry has equipped him with a wide range of experience. Prior to specializing in full-service private wealth planning, Scott worked with insurance, estate planning, group employee benefits, and corporate retirement plans. His experience, coupled with his congenial and approachable nature, make him an indispensable asset to our team. Scott’s core values are honesty, hard work, and faith. He takes great pride in witnessing others achieve their expectations of financial independence. His daily goal is to find ways to have a positive impact on those we serve. Scott and our firm are steadfast in their commitment to making a significant difference in the lives of our clients.

Meet Our Team