Director of Wealth and Tax Planning
Scott founded the company in 1996 after his desire to serve his clients holistically grew. The need for tax planning, accounting services and wealth management were desired by many but effectively delivered by few. Scott successfully filled this void. He leads our planning teams and is our managing partner. Serving the needs of the families and having significant impact on behalf of them are what drive the motivation of his role. Family, cooking, and travel are his passions. Scott enjoys the outdoors through golf, boating, hiking and most things that get you outside.