Scott joined the firm in 2015, following in his father’s footsteps and working alongside Art Everly, who has served the financial planning profession for more than 40 years. Scott earned his Chartered Financial Consultant (ChFC®) designation through The American College of Financial Services and has been fortunate to learn the profession firsthand from his father, who also holds the ChFC® designation.
Scott is passionate about helping clients make confident financial decisions and takes pride in building long-term relationships rooted in trust, communication, and personalized planning. He believes that understanding the details of each client’s situation is the key to creating the best possible outcome.
Scott serves investment advisory clients as an Investment Advisor Representative.
Outside of the office, Scott enjoys spending time with his wife, Taylor, and their two dogs, Sammy and Wendy. They also love traveling together, especially vacationing in Martha’s Vineyard whenever they get the chance
