“I am passionate about understanding the complete picture of my clients’ financial and life situations. By paying attention to the little details, I am able to enhance my clients’ financial plans and their experiences.”
As a wealth advisor at Truepoint, Scott essentially serves as a CFO for his clients and their families, leveraging his deep knowledge of retirement and stock option planning. Over the years, he has worked with many corporate executives and developed an extensive understanding of the retirement plans offered by some of the largest local employers, including GE and Procter & Gamble. He also is passionate about staying abreast of the latest technology trends influencing the industry. “I enjoy influencing the introduction of new technology, both internally to our team and externally to our clients.”
Scott holds a bachelor’s degree in accounting from the University of Cincinnati. He is a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ professional.
Outside of work, Scott sits on the boards of Clippard YMCA and Safe Haven Farms and is a branch board representative on the YMCA of Greater Cincinnati board of directors. He also serves as vice chairman of education commission for St. James School in White Oak. Scott enjoys running, softball, bowling, music and tech gadgets, and is a fan of author Stephen King.
Scott and his wife have three children.