We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Financial Advisor Registered Principal
Registrations Held at LPL Financial: Series 7, 24, 31, 63, 65, AP. VA Life and Health Insurance/Annuity.
Securities licensed since 1985.
Registered for Securities in the following states: AZ, CA, DC, DE, FL, IA, KS, KY, LA, MD, MA, MI, NC, NH, NJ, NY, PA, SC, TX, and VA.
Serves High Net Worth clients in 19 States (including medical/dental professionals, real estate agents, attorneys, CPA’s, small business owners, pre-retirees, and retirees).
Oversees over $85+ million in brokerage and advisory assets through LPL Financial.
Born and raised on Long Island, New York.
Attended SUNY New Paltz.
Lives in Annandale and has two children. Scott attends Ursinus College outside of Philadelphia, having been recruited to play lacrosse on their nationally ranked team. Scott is studying Applied Economics with a minor in Finance. His daughter Courtney graduated from Goucher College in 3 1/2 years with a double major in Business and Psychology. She is currently employed by a privately held consulting firm.
Coached youth sports (Annandale Youth Lacrosse) for 6 years and currently coaches Woodson HS varsity lacrosse during the off-season.
Active in his synagogue, Congregation Olam Tikvah in Fairfax, VA (serves on The Board of The Olam Tikvah Men’s Club as Vice President).
Hobbies include: volunteer work/giving back to the community, following The Washington Redskins, The Nationals, The Capitals and The Wizards, playing tennis and enjoying all forms of music.