Scott brings over 25 years of corporate retirement planning experience to our team. Additionally, he served as a retirement plan wholesaler for 12+ years in the 401(k), 403(b), and 457 marketplace covering Mid-Atlantic based advisors, consultants, and agents in handling their corporate clients’ retirement plans.
In both wholesale and retail client servicing roles, he has relied heavily on his ability to develop relationships, overcome challenges, and provide solutions.
“I help clients understand a wide array of products and fiduciary services in a sophisticated market space. When clients understand pricing and costs, I’ve done my job.”
Scott – a native Virginian – holds an Accredited Investment Fiduciary (AIF®) designation along with Series 7, 24 and 66 registrations. He received his B.A. from Hampden-Sydney College.
When he is not helping clients with their retirement plans, Scott enjoys spending time near the Chesapeake Bay, boating, distance running, and reading.