Scott has been a partner in Advanced Benefit Systems since 1990. Scott started in the financial services industry in 1979 following graduation from the University of Southern California (B.S Finance & Marketing). Scott holds the Chartered Life Underwriter and Chartered Financial Consultant designations from the American College and is an active member of the National Association of Insurance and Financial Advisers and the Million Dollar Round Table.
Scott heads the Financial Planning and Wealth Advisory practices at the firm and is equally passionate working with young clients to develop a meaningful financial plan and helping clients nearing and in retirement with wealth planning and preservation strategies.
Scott and his wife Karin have two adult children and a young granddaughter. They are long term residents of Corona del Mar and active in their community, church and clubs. Scott is an avid sailboat racer and the family is active in golf.