Walt brings a wide range of experience and leadership to Great Scott Financial Services. He has over 29 years of experience providing customized financial consulting strategies and solutions in portfolio construction, retirement and college education planning, retirement income and estate transition.
In the role of Director of Business Development, Walt is responsible for cultivating multifaceted relationships and collaborating with business owners, families and professionals. This will be driven by recognizing and understanding the unique needs of each and deploying client-centered, customized solutions that will leverage the strengths of the Great Scott Financial team and its partners.
Walt received his B.A in Economics from Moravian College in 1990 and is pursuing the ChFC designation through the American College of Financial Planning. He holds the series 6,63,65 and life, health, long term care, disability insurance licenses. He and his family are active in many pediatric cancer charities and are avid outdoorsman enjoying golf, fishing and tennis.