Money Doesn’t Have to Be Complicated

Meet Scott


Scott is a 1987 graduate from Drexel University with a B.S in Accounting and has been a CPA for more than 30 years. His passion for the past 20 years, as a registered representative and investment advisor, has been utilizing his tax related experience to help clients plan and invest toward a variety of goals and objectives on a tax-efficient basis.

His areas of focus include individual, trust, and business taxation, along with senior estate planning, which focuses on asset protection and long-term care. Many of Scott’s individual clients are approaching retirement or have already started the distribution phase of retirement, wherein coordination of cash flow and related tax impact are a focus.



-The gift of being able to organize and lead a group of friends and family to the Creation Music Festival. --Worship at Covenant Church in Doylestown.

Favorite food:

Anything smoked on the Pit Boss

Best piece of financial advice that I received:

Stay invested

Favorite quote:

Do you see what this means—all these pioneers who blazed the way, all these veterans cheering us on? It means we’d better get on with it. Strip down, start running—and never quit! No extra spiritual fat, no parasitic sins. Keep your eyes on Jesus, who both began and finished this race we’re in. Study how he did it. Because he never lost sight of where he was headed—that exhilarating finish in and with God—he could put up with anything along the way: Cross, shame, whatever. And now he’s there, in the place of honor, right alongside God. When you find yourselves flagging in your faith, go over that story again, item by item, that long litany of hostility he plowed through. That will shoot adrenaline into your souls! Hebrews 12:1-3, The Apostle Paul as interpreted by Eugene Peterson, The Message

Favorite Holiday:


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