Scott brings years of experience and deep relationships to the team at Confluence Financial Partners. He has a passion for serving clients from multiple generations. It is not uncommon for Scott to have worked with three generations of a single family. This uniqueness in his business makes him a great fit for the team at Confluence.
Scott began his career with the US Coast Guard before attending the University of Pittsburgh, where he graduated summa cum laude with a degree in Finance and Economics. Scott began serving clients and building his business with The Ayco Company, a Goldman Sachs Company, in 2007 and has since spent time with other wealth management firms over the years, most recently with Stifel Nicolaus.
For Scott, the most enjoyable part of being an advisor is seeing his client’s reaction when he’s able to illustrate that their goals are possible and provide them the steps necessary to achieve them. The moment a client realizes there is more to the process than simply investing as much as possible, but instead providing an answer to the “why are we investing and can/how do we get it done?” is what Scott enjoys the most.
Scott was born and raised in Pittsburgh, which is why doing business and raising his family here is so special. Scott and his wife, Jessica, and their two children, Hailey and Drew, and two dogs (Rusty & Clark) reside in Peters Township. Scott enjoys watching his son play youth ice hockey for SHAHA and watching his daughter dance for Ultimate Dance Complex. In his spare time, Scott coaches for Peters Township Youth Baseball. Scott is actively involved in The Pittsburgh Melanoma Foundation, which was founded by his wife, who is a two-time melanoma survivor! The foundation raises awareness and funds for melanoma research.