Scott is a dedicated member of the Family Wealth Management LLC team, having joined in 2015. He primarily focuses on assisting young families and professionals in building a solid financial foundation, accumulating wealth, and optimizing lifestyle design.
Scott understands the unique challenges faced by individuals transitioning into the workforce or starting a family, as well as those looking to establish themselves in their careers. By crafting customized financial plans tailored to his clients' specific goals, Scott helps them achieve their desired financial outcomes. He takes an active role in implementing these plans and provides ongoing goal tracking to ensure his clients can enjoy the life they aspire to live.
Scott earned his Bachelor's Degree from the University of Delaware, a testament to his commitment to education and personal growth. He holds securities registrations including Series 6, 63, and 65, showcasing his expertise and dedication to providing comprehensive financial guidance. Furthermore, Scott is currently pursuing his Certified Financial Planner (CFP®) designation, further enhancing his ability to serve his clients effectively. His areas of specialization include 'Jump Start' Financial Plans, Retirement Planning, and expertise in Life and Disability insurance. Scott has also earned the CLTC® designation for Long-Term Care.
Residing in South Jersey, Scott is an integral part of the Family Wealth Management LLC team, bringing his passion for helping young families and professionals achieve financial security and optimize their lifestyles.
Playing competitive sports, beating his dad in golf, and spending quality time with family and friends.
Scott didn’t start playing lacrosse until going into his freshman year in high school and ended up a high school All-American, as well as, receiving a Division I scholarship from the University of Delaware to play lacrosse.
He also received the “Eastern Viking Award” which is given to the top male & female athlete in Eastern High School, which has 2,000+ students.
Scott was clocked running the 40-yard dash in 4.4 seconds.