Scott works closely with individuals and their families to develop customized financial plans that are aligned with their personal goals and objectives. He collaborates with the firm’s Investment Strategy Group to align clients’ portfolios with their financial plans and goals.
Scott is a member of the firm’s Business Retirement Plan Group. He has extensive experience working with retirement plans and serves as a technical resource to the group and clients. In this role, he assists plan sponsors and business owners with the design, implementation and administration of their retirement plans to meet their goals, objectives and fiduciary responsibilities.
As a member of the executive management team, Scott serves as Chief Compliance Officer for the firm.
Scott derives the greatest satisfaction in his work from helping to connect clients’ money and financial resources in a coordinated fashion toward the realization of their goals, whether they be lifestyle, values or legacy.