Serving young clients through planning and protecting
Scott’s passion is helping people plan for the future. How? His goal is to help each valued client create a specific plan, and, works closely with them every step of the way to help them achieve their goals.
He aims to provide strategies, such as tax saving methods and an emphasis on structure over rate of return – all with the purpose of helping maximize income at retirement.
Education
Scott is a graduate of Toledo’s Central Catholic High School and Siena Heights University where he studied business and history.
Registrations
Life and Health Insurance License: OH
Securities Registration: Series 7 and 66
Personal
A native of Maumee, Ohio, Scott enjoys traveling to Northern Michigan with family during the summer. He is a huge fan of the University of Michigan, Dallas Cowboys, and Detroit Tigers. Scott enjoys the outdoors, traveling, playing piano, and history.
