Hi…I’m Scott!

Thank you for scheduling a visit with me…I look forward to meeting you!

Please take a moment and watch the video I’ve created for you. It will describe my background, my philosophy on financial planning and what to expect from our first visit. Here is a little bit more about me…

While I was born and raised in Montreal, I found my way to the US by way of collegiate baseball at the University of Northern Iowa. While there, I met my wife, Lauren, and earned my Masters Degree. We now have two young children, but in my small amount of free time, I enjoy staying active, coaching youth baseball and playing golf. I take pride in the financial foundation I am providing for my family and the legacy I’m building for my children.

My mission as your financial advisor is to assist you in achieving your financial goals and guide you in leaving a legacy you can feel proud of for your loved ones.

*For the time being, we are scheduling Zoom calls for all prospects and clients.