With more than 30 years of experience in the financial industry, Scott brings deep market knowledge and a passion for thoughtful investing to his role. He works closely with individuals, families, and organizations to develop balanced investment strategies aligned with each client’s goals, time horizon, and risk tolerance. He also conducts research and due diligence on investment providers and individual equities, combining analytical discipline with a practical approach in helping clients pursue their long-term objectives.   

Building strong relationships is one of the most rewarding aspects of Scott’s work. He values the trust clients place in him and is committed to serving as a thoughtful, dependable advisor as they navigate important financial decisions and life milestones. Scott earned his Bachelor of Science in management and finance from Purdue University and holds the Chartered Financial Analyst® (CFA®) designation.  

Scott lives in Royal Oak, Michigan. Outside of work, he expresses his passion for dogs through his service as a board member for Leader Dogs for the Blind and enjoys traveling.