Values matter to Scott. He knows that this is ultimately what makes every family or person unique. By understanding who you are and what your values are, Scott is able to get a better understanding of where you are and where you want to be. He views financial planning as teamwork. Through his desire and passion to be a part of your team, he advises and plans alongside you. Scott strives to take the mystery out of investing, managing risk and preserving wealth. He’s dedicated to customizing financial strategies that reward you not only monetarily, but also personally. Scott enjoys hearing peoples’ stories. He would love to hear yours. He hopes that he will be a big part of writing the next chapter.
Scott was raised in the Wheaton Area, where he continues to reside with his wife, Jennifer, and two children. Scott is actively involved in the community, including his home church and local school district. You will likely find him coaching a variety of sports on the weekends, if not competing himself.
Scott’s credentials include:
Registered Representative, Securities America
Bachelor of Arts Degree from Wheaton College, Deans List, Academic All-American
MBA, The University of Chicago, High Honors
Member of Community Unit School District 200 Finance Committee (2008-2010)
Member of the Moody Church Executive & Finance Committee (2008-2013)
Holds Series 7 & 66 Registrations with FINRA
Licensed in Life, Accident, and Health Insurance, and Variable Contracts