About Scott

Scott discovered his passion for financial strategy when he realized the power of investing to make a difference in peoples’ lives. He’s built his 20+ year career on the commitment to help individuals and families reach for their lifelong goals through financial independence, focusing on designing highly customized plans geared towards long-term results.

Scott is a CFA® charterholder, CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst®, and Certified Private Wealth Advisor. He holds a BS in Accounting from Bloomsburg University and an MBA in Finance from Temple University, as well as membership in the CFA Institute, the Financial Planning Association, and the Investments & Wealth Institute.