Meet the Team

Scott knows what it’s like to work hard for something and then lose it. He started his career over 20 years ago practicing law in the United States Navy. From 2003 to 2012, he had a successful long-term care business, but when inspectors changed, he lost everything. However, what at first seemed like a huge loss was really a blessing in disguise. Scott knew that he still wanted to help those who lacked resources and has since dedicated his career to providing proper financial services to those nearing retirement through his own practice.

Scott provides informational seminars and works with his clients on strategies to help optimize social security and taxes. He addresses long-term care needs and looks for lifelong income strategies.

In the past, Scott appeared on WAVY 10’s “The Hampton Roads Show,” to discuss retirement topics. He also used to host the “Ask the Expert” segment on AM790 WNIS, located in Hampton Roads.

Investing involves risk including the potential loss of principal. Any references to protection benefits, safety, security, lifetime income, etc. generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.