Scott is an experienced financial planner and investment advisor that works primarily with business owners and affluent families. He believes in a holistic approach to wealth management, focusing on building long-term relationships with his clients and providing them with the guidance and support they need to make informed financial decisions. Scott works closely with his clients to provide tailored, forward thinking advice that aligns with his clients goals and aspirations. He is known for his ability to communicate complex concepts in a clear and concise manner; specializing in retirement planning, investment strategies and risk management.
In addition to his work in the financial industry, Scott is a former professional hockey player and NCAA division 1 athlete. He enjoys spending time with family and friends, hitting the links and staying active. Scott is passionate about helping others reach their goals and strives to have a positive impact through his practice.