His primary focus is on our Assets Under Management (AUM) program, and he is actively involved with client service, investment research and portfolio management. Scott received his Bachelor's of Science in Mathematics at Norwich University and earned his designations of "Certified Financial Planner (CFP®)" through the College of Financial Planning and "Registered Financial Consultant (RFC®)" through American College. His securities licenses include Series 24 (General Securities Principal), Series 31 (Futures Managed Funds Exam), 7 (General Securities Representative), 65 (Uniform Investment Advisor Law Exam), and 66 (Uniform Combined State Law Exam) and insurance licenses in life, health and long term care.
Scott is a member of the Financial Planning Association (FPA), the International Association of Registered Financial Consultants (IARFC), Leadership Frederick County and is a Trustee for the Frederick County Chamber of Commerce. He currently serves on the Advisory Board for the Frederick County Community Foundation, the Board of Advisors for the Mount St. Mary's School of Business and the City of Frederick Investment Committee. He has also served on the Board of Directors for the Frederick County Humane Society acting as their Treasurer.
Scott has been recognized by Reuters as a “Top Advisor”, by Bloomberg as a “Top 100 Wealth Manager”, by the Daily Record as "Top 40 Maryland Professionals" and Frederick Magazine's "People To Watch". He has been quoted in the Frederick News Post, the CFP Board Consumer Newsletter, Smart Company Magazine, Frederick Magazine and was a key speaker at the CFP Board Financial Planning Conference in Washington DC in September 2008.
Scott was also very honored to be able to present on financial planning topics at the Library of Congress in Washington, DC and believes firmly in giving back to our community and supporting our society.
Scott is available for speaking engagements; please feel free to contact our office to discuss further, or to request an interview.
You can also listen to Scott weekdays at 4:08pm & 5:08pm on WMFD Radio 930AM for their “Closing Bell – Market Update”, where he summarizes the day's market activity and news, while also answering questions from listeners and local media.
*CERTIFIED FINANCIAL PLANNER™ and CFP® are certification marks owned by the Financial Planner Board of Standards, Inc. These marks are awarded to individuals who complete the Board's initial and ongoing certification requirements