Scott’s clients range from individuals and small- to medium-sized businesses, to foundations, trusts, and executives. Scott loves helping people and seeing them succeed. He’s had the honor and privilege of assisting people through many of their most important life decisions.
Scott has worked in the financial services industry for more than 30 years. He joined EP Wealth Advisors in 2022 when Warren Financial, where he was a Managing Partner for over a decade, became part of the EP Wealth family. Scott’s previous roles included positions at Lockwood Advisors, Geewax Terker and Company, and Pilgrim Baxter & Associates. Scott also served as a member of the NASD Market Regulation Committee.
Scott earned a Bachelor of Finance with a minor in Economics from Pennsylvania State University.
Outside the office, Scott loves doing CrossFit, exercising, and riding his bikes wherever and whenever he can. He also has a purple belt in Kempo karate and intends to test for his black belt as soon as possible. He loves to travel and meet people wherever he goes. As committed to his community as he is to his clients, Scott is a board member and work crew leader at GoodWorks, an organization that repairs homes for lower-income families in Central and Northern Chester County.
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