About Scott
Scott works with clients to generate, implement, and maintain comprehensive wealth management strategies designed to help them achieve their most important financial goals. His specialties include investment management, tax strategies, advanced planning, retirement analysis, and education planning tailored to fit clients’ unique needs.
Scott also has extensive experience in retirement plan services for corporate clients. He helps businesses address liabilities as a retirement plan sponsor by selecting appropriate service providers for their plans, scheduling and documenting the plan review process, developing an investment strategy, and providing guidance to their participants.
Scott and his wife Antonella have three children: Mia, Athena, and Laila. He enjoys golfing, playing the guitar, watching college football, volunteering, and spending time with family and friends. Scott is also involved with several community and professional organizations.
Education and Professional Milestones
- University of Tennessee – bachelor’s degree in business administration with a concentration in finance
- Joined Focus Partners Wealth through the firm’s 2016 merger with Herbein Wealth Management
- Member of the Berks County Estate Planning Council and a lifetime member of Alpha Kappa Psi
Scott works with clients to generate, implement, and maintain comprehensive wealth management strategies designed to help them achieve their most important financial goals. His specialties include investment management, tax strategies, advanced planning, retirement analysis, and education planning tailored to fit clients’ unique needs.
Scott also has extensive experience in retirement plan services for corporate clients. He helps businesses address liabilities as a retirement plan sponsor by selecting appropriate service providers for their plans, scheduling and documenting the plan review process, developing an investment strategy, and providing guidance to their participants.
Scott and his wife Antonella have three children: Mia, Athena, and Laila. He enjoys golfing, playing the guitar, watching college football, volunteering, and spending time with family and friends. Scott is also involved with several community and professional organizations.
Education and Professional Milestones
- University of Tennessee – bachelor’s degree in business administration with a concentration in finance
- Joined Focus Partners Wealth through the firm’s 2016 merger with Herbein Wealth Management
- Member of the Berks County Estate Planning Council and a lifetime member of Alpha Kappa Psi