Scott makes his home in Hellertown, PA with his wife, Kasie, and their two
daughters, Olivia and Arline.
He is a financial professional who founded Great Scott Financial in 1998 to serve as
the corporate infrastructure for a first-class boutique financial services firm. Since the
firm’s founding, Scott has been honored with the privilege to provide service to clients in
32 states with regards to investments, education funding strategies, and estate and
retirement planning.
Scott holds his General Securities Representative (Series 7) and Uniform
Combined State Law (Series 66) registrations. He obtained his General Securities
Principal Registration (Series 24) in 2005 and his Municipal Fund Securities
Principal Registration (Series 51) in 2008. Scott completed Personal Financial
Planning courses at Moravian College in 2007-2008 with accredited courses
encompassing investment planning, estate planning, financial planning, retirement
planning, employee benefits, and income tax planning.
A graduate of Moravian College, Scott holds a B.S. in Biology and Chemistry. He
entered the sales and marketing industry in 1995 and worked for several
companies in outside business-to-business sales.