Scott is a twenty year veteran of the financial services industry. Throughout his career, his personal attention and dedication has helped countless families plan for a more secure financial future.
As a Sr. Financial Consultant at HVFCU Financial Services, Scott is experienced in Portfolio Review, Retirement Planning, Estate Planning, Asset and Income Protection, and Wealth Accumulation for individuals and businesses. He is dedicated to taking a consultative approach in helping people define and work towards their financial goals. Through planning and education he helps members protect their savings and manage their income taxes. Scott is also certified by the New York State Insurance Department as an approved Long Term Care and Life Insurance professional.
His mission is to offer members personalized options that allow them to make informed financial decisions. In addition to meeting personally with members, Scott also conducts a number of free, educational seminars and workshops on timely topics such Social Security, retirement, and estate planning.
Scott resides in Dutchess County with his wife and children.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA /SIPC. Insurance products offered through LPL financial or its licensed affiliates. Hudson Valley Federal Credit Union and HVFCU Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.
LPL Financial representatives offer access to trust services through The Private Trust Company N.A, an affiliate of LPL Financial.