Financial Advisor

Practical, Understanding and Approachable. With over 25 years of working in the financial services industry, Scott has had the opportunity to work with some of the top financial institutions and advisors in the Mid-Atlantic. This experience has allowed him to develop a unique perspective when it comes to providing practical solutions to retirement and financial planning challenges.

With a focus on tax planning, investments, retirement, insurance and estate planning, Scott has a unique ability for seeing the big picture and creating easy-to-understand, straightforward solutions with an understanding that the need to have predictability in your retirement plans is key to enjoying a worry-free retirement.

Scott enjoys playing golf and spending time at the beach, in addition to supporting Maryland Youth Wrestling. Scott lives in Forest Hill with his wife Diane.

Qualifications:

  • Certified Public Accountant
  • Investment Advisor Representative
  • Series 6, Series 7, Series 63, Series 65 and Series 24 Securities Registrations
  • Bachelor of Science Business Administration, Shippensburg University