Scott takes great pleasure in helping his clients meet their financial goals, especially in helping them assure that they will be able to have the lifestyle they desire when they retire.
Scott spent much of his career as a senior sales executive with several large, multi-national companies. He was also part of the executive team that took a startup company public, two years after startup, with a very successful Initial Public Offering. His most senior role was as a Managing Director and Global Sales Leader with the world’s largest insurance broker, Marsh Company.
After becoming a single father, Scott needed to stop traveling the world for business, so he started a life insurance and investment advisory agency. Over the next twelve years, Scott built that agency to include more than five thousand (5,000) life insurance agents and investment advisors.
Scott sold his company in 2016 and moved to Southwest Florida, where he resides today. Because of his business and insurance background, Scott is passionate about helping Business Owners, Executives, Professionals, and Families meet their financial needs, especially concerning retirement, estate, business capital, and tax needs.
Scott is in a unique position to understand both the business world and the insurance world and how they work together.
LICENSES & ACCREDITATIONS
- Registered Representative
- Insurance Representative
AREAS OF EXPERTISE
- Retirement Planning
- Asset Management
- Risk Management