Scott started his career at Rockwell International managing costs and forecasting expenses on aerospace projects providing him extensive experience in financial planning.
In his own words, Scott describes that in July of 1990 “after an evaluation of career paths offered in the field of finance, I opted to focus my efforts on helping the community. I have always had a passion for helping people and I could not think of a better way than being instrumental in promoting the value, and emphasizing the importance of financial planning, financial literacy and education. I help business owners, entrepreneurs, executives and individuals and their families accomplish their financial goals”.
Scott’s planning techniques help clients navigate financial change. His unique ability is being a timely resource for his clients, by foreseeing challenges and opportunities, envisioning solutions ahead of schedule, and leading his clients toward making the most oftheir success. Scott’s focus involves designing tax efficient retirement plans, developing business succession and exit strategies in addition to counseling individuals on wealth management and estate planning. Through the financial planning process, Scott is diligent in his assessment of each client’s unique set of circumstances and works with them to help them have clarity as to their needs and identify strategies to accomplish their goals.
“Financial planning is a very personal experience, like going to see a doctor, or a counselor. When someone shares their private concerns, hopes, and dreams you must take that very seriously. My clients put their confidence in me, and I help them toward a sense of security.”