Our Qualifications

Scott has been in the financial services and insurance business for 25 years.  He is an independent insurance broker who has access to many different life and health insurance companies. He is also a Series 7 Registered Representative.


We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and needs and designing a plan that will best set you on a course to pursue those goals and needs.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our knowledge to help you pursue your financial goals.