Scott is great to work with. He is a very smart guy number one which translates well into the field of financial advising which is typically overwhelming and impossible for an individual to understand and manage investments profitably even given the time. Scott has a great demeanor and is a pleasure to meet with. Always makes me feel like I am his only customer. I would recommend taking the time to do a meet and greet with Scott if you have any questions about your financial situation, investment advice and/or retirement planning.

Scott has been so easy to work with! He lets us get as detailed or stay as simple as we would like to be. It is so nice to know that either way, he has our backs and is making sure our family meets our financial goals. He is not a marriage counselor... but working with him has done wonders for my marriage!