About
Scott has more than 30 years of experience in the financial services industry, helping individuals and families navigate complex financial decisions with confidence. He specializes in investment management and comprehensive financial planning, developing customized strategies designed to help clients build, preserve, and transition wealth across generations.
Throughout his career, Scott has held senior leadership positions, including Managing Partner of Madison Oaks Wealth Partners, Executive Director at CIBC World Markets, Senior Vice President at Oppenheimer & Co., and Managing Director at Principal Financial Group. Drawing on this extensive experience, he provides knowledgeable, personalized advice with a disciplined investment approach and a strong commitment to long-term client relationships.
Outside the office, Scott enjoys spending time with family and friends, playing golf, and making the most of time with his children, AJ, Jack, and Vivian.
Education
- MBA, Finance, Hofstra University
- BA, Accounting, University of Scranton
Additional licenses and designations
- Executive Certificate in Financial Planning, Duke University, Office of Continuing Studies
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation