AspireWealth Planners is committed to help individuals, families, and businesses grow and preserve their wealth across generations in the Chesapeake Bay region and DC Metro marketplace. Our wide range of services helps ensure our customers are protected and financially prepared for the future. As a Financial Professional at AspireWealth Planners, Scott is responsible for understanding the goals and objectives of each client and helps assist them achieve those goals through education, strategic partnerships, and leveraging our services and solutions as holistic wealth planners in the communities we serve. Scott strives to serve as a champion for his customers to deliver proactive and responsive service to his clients and help them manage and track their progress toward meeting their financial goals throughout all life’s stage.
Scott comes to Aspire Wealth with 22 years’ experience in both producing and management capacities, including 7 years as a territory manager with Allstate Financial Services. Most recently he was a Financial Services Representative with the Williams Insurance Agency. In working with the business owner clients, Scott helped them address what their immediate needs were as well as determine what their short and long term goals were for the future.
At AspireWealth, Scott plans to work primarily with business owners, not only to assess their needs, but to utilize the resources available to also help them grow their wealth.
By leveraging the resources and Financial Professionals available to him as well as strategic alliances, especially in the Property and Casualty and Employee Benefit space, Scott is well positioned to help business owners, as well as individuals and families develop comprehensive solutions based on their goals and needs.
Together, we collaborate to determine the resources necessary to engage in order to help support the client’s vision and agreed upon strategies. Our team is proud to provide a structured and disciplined service model with ongoing touch points and reviews to help Scott and his customers foster long lasting and valuable relationships.
Everyone has a unique economic situation and Scott feels that a personalized, holistic approach to each situation is essential to establishing the right financial strategy for each client. Scott’s mission is to customize an integrated plan for each client that emphasizes safety and sustained growth.
Scott has a Bachelor’s degree from Western CT State University and a Master’s degree from the University of Bridgeport. Scott and his wife, Colleen, have 2 sons, Brandon and Connor and currently reside in Newark, DE.