Scott is currently a wealth manager and has been at The Bridgeway Group for more than six years and brings more than five years of industry experience to back that. Previously, he was an associate vice president for a registered investment advisory firm in Los Angeles. Scott actively works with clients by taking a holistic approach to creating a plan tailored to their financial life. Scott is fully licensed with the CERTIFIED FINANCIAL PLANNER® accreditation. The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits, and retirement planning, and designees are held to the highest ethical and professional standards. Scott's objective is not only to reach a client’s short and long-term goals but make sure they are comfortable and confident every step of the way.
Scott was born and raised in Rancho Palos Verdes, California, where he discovered his passion for wealth management early on, as it provided the perfect way to combine his desire to help people and his interest in capital markets. Scott attended the University of Michigan, earning his bachelor's degree in economics and playing for the rugby team. Throughout high school and college, Scott set his focus on wealth management and gained valuable experience from various internships and mentors. Four cold winters later, he moved back to Los Angeles to be closer to family and friends.
Scott currently lives in El Segundo with his dog, Tugg. He enjoys golfing, traveling, trying new restaurants, and taking on life's next adventure. Scott is a big sports fan and loves watching football, baseball, basketball, and rugby. His favorite teams are the Los Angeles Lakers, Los Angeles Rams, and the Michigan Wolverines.