Walt brings a wide range of experience and leadership to Great Scott Financial Services. He has over 30 years of experience providing customized financial consulting strategies and solutions in portfolio construction, retirement and college education planning, retirement income and estate transition.
Understanding and helping people make informed financial decisions are driving factors for Walt when building relationships with business owners, families, and professionals. Walt works together with his Great Scott Financial team and its partners to deliver client-centered, customized solutions that recognize the unique needs of each client.
Walt received his B.A in Economics from Moravian College in 1990. He holds the series 6, 7, 63, 65 registrations 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.