About Scott
Scott helps clients set and achieve their personal financial goals by providing individualized financial advice and service. With over 20 years of experience, he brings expertise in taxation, asset allocation, and retirement planning to clients’ broad spectrum of wealth management needs.
Scott is a co-author of the book Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind. In his free time, Scott enjoys spending time with his wife and their three sons. His hobbies include reading, fishing, golfing, and coaching youth sports.
Education and Professional Milestones
-Providence College - bachelor of science in accounting
-Bentley College - master of science in personal financial planning
-Was a client service officer in the Defined Contribution Services Division of State Street Bank
-Has held accounting and finance positions at Bank of Boston and Investors Bank & Trust Company
Scott helps clients set and achieve their personal financial goals by providing individualized financial advice and service. With over 20 years of experience, he brings expertise in taxation, asset allocation, and retirement planning to clients’ broad spectrum of wealth management needs.
Scott is a co-author of the book Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind. In his free time, Scott enjoys spending time with his wife and their three sons. His hobbies include reading, fishing, golfing, and coaching youth sports.
Education and Professional Milestones
-Providence College - bachelor of science in accounting
-Bentley College - master of science in personal financial planning
-Was a client service officer in the Defined Contribution Services Division of State Street Bank
-Has held accounting and finance positions at Bank of Boston and Investors Bank & Trust Company