Scotty is passionate about helping individuals and families prepare for retirement and develop strategies designed to support their long-term financial goals. Through personalized guidance and education, he helps clients make informed decisions and gain confidence in their financial future.
After earning his bachelor's degree in Finance from the University of Massachusetts Dartmouth, Scotty began his career in banking before transitioning to financial planning. With more than eleven years of experience in the financial services industry, he found his passion in helping clients navigate important financial decisions through comprehensive planning and advice.
Scotty holds the Series 65 license and is licensed in life and health insurance. As Partner and CEO of Echelon Planning Group, he works closely with clients on retirement planning, wealth management, tax planning, insurance solutions, estate planning strategies, and portfolio management.
Outside of work, Scotty enjoys spending time with his wife, Michele, and their daughters, Camila Rose and Siena Grace. He also enjoys cooking, golfing, and cheering on New England sports teams.
