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.