Scott is passionate about being his clients go to financial coordinator. Helping clients drive desired retirement outcomes has been the cornerstone of his practice since 1999. He also has extensive experience working with small businesses and 401(k) employer plans.
Scott holds a degree in Finance from the University of Alabama. He has also completed well recognized educational programs such as Retirement Planning Specialist through the Wharton School of Business and Advanced Asset Allocation and Practice Management courses conducted by Harvard and Case Western Faculty.
Scott merged his existing practice with Park Square Financial Group in 2017 and expects to obtain his CERTIFIED FINANCIAL PLANNER™ professional designation in 2018.