Who's Scott?

Your brother-in-law may know brisket. But as well-meaning as he is, he doesn’t know investments. Let alone tax code, IRS law or estate planning.  

My job is to allocate your family’s limited resources among all your family’s needs, wants and goals. With your best interests in mind. That’s my fiduciary duty. 

My education and experience in economics has given me a broad base of knowledge. 

Taxes and investment soon became my specialty. With more than 30 years of tax and financial experience, twenty years of marriage, 4 kids, I’m well-versed in the practical application of tax and investment for your family or business.