Meet Scott

Scott has over 25 years of experience working with business owners and individuals. His focus is in the qualified and non-qualified markets.

He takes pride in helping individual investors with their retirement planning. Scott is also skilled in life insurance and has been a 20-time qualifier for the annual “Top of the Table” award* from the Million Dollar Round Table. Scott is the type of individual that will invests in his clients.

Scott graduated from University of North Carolina – Charlotte where he now endows three athletic scholarships each year.

Scott also does other philanthropic work within his community such as the Boys & Girls Club. Scott also loves spending time with his wife and 3 children. Scott is an avid sports fan, originally from North Carolina, he roots for the Carolina Panthers and the Duke Blue Devils.


*A sales component was considered as part of the qualifications for these awards.. These recognitions are not representative of any financial performance, advice or returns.