Our Story

Starting in 1996, Scott has served clients for 24 years and counting! Starting off focusing on Life, Health, Disability, Long Term Care and Medicare supplements, he learned the value of these core products that he utilizes today to create retirement strategies. Sine 1998, He has helped individuals with Investing and Annuities to help clients pursue their goals to help prepare and save for:  College, Non retirement and Retirement.

Scott also is a part of the Dave Ramsey network and is a Smartvestor Pro*. He has enjoyed helping and mentoring people through Dave Ramsey’s network for 6 plus years. Scott supports Jeremy house and United way as past board members.

Scott focuses on Estate, Business Continuation, Education Savings and Long-Term Care discussions. He uses a variety of vehicles to accomplish this, including: Mutual Funds, Annuities and Life Insurance, Disability and Long-Term Care Insurance plans.