Meet Scott
Scott works with the team to help simplify an increasingly complex financial world for our clients, and to produce a client-focused and tailored comprehensive financial plan for them. Scott’s goal when working with clients is to help ensure they are confident that their finances are carefully managed so they can live their lives with joy and fulfillment.
As an Army dependent, Scott grew up living all over the world, meeting people from all walks of life and experiencing many diverse cultures. He attended George Mason University in Fairfax, Virginia, and earned a B.S. in Business Administration and Management from the Costello College of Business. Scott then moved to Boston and received a Master of Business Administration from Boston University. He’s worked as a financial advisor since 2014 and is also a member of the Financial Services Institute.
Outside of work, Scott enjoys spending time with his wife and son. He coaches youth baseball and basketball and values the opportunity to work with kids. He also enjoys traveling to gain new experiences, live music, hiking and anything associated with sports, from amateur to professional.
Qualifications
- BS Business Administration and Management from the Costello College of Business at George Mason University in Fairfax
- MBA Boston University
- Financial Services Institute