Scott works hand-in-hand with clients to develop wealth management strategies designed to meet specific goals, concerns and circumstances, as well as their comfort with risk. Scott's process is carefully-defined and focuses on a range of considerations, including: retirement planning, estate investment planning, education planning, life insurance planning, liability planning and the integration of these items into an overall plan that directs clients' spending, saving and investing.
Scott joined the financial services industry in 1989 and has served clients ever since – having graduated that year from Western Carolina University with a BSBA degree in Economics. He and his wife, Kelly, live in Alpharetta with their son Neill, and daughter, Masey