About Me

Scott is a CERTIFIED FINANCIAL PLANNER^TM, seminar speaker, and experienced estate and tax planner.  He is a graduate of the University of Nebraska - Lincoln with a degree in Business Administration/Finance, and also attended the estate-planning seminar at the University of Maryland.  Over 40 years ago, Scott returned to his hometown of Stuart and started his firm.  He currently has 12 employees including his son, Ben, who is a CPA.  Scott and his wife Tracey have three children, Sarah, Annie, and Ben.  They also have eight grandchildren they enjoy spending time with - Coralie, Eliza, Thomas, Quinn, Genevieve, Noah, Reece, and Grace.