Client Service Specialist
Through his accuracy, dedication and care for others, Scott is delivering a better retirement planning experience. Known for his interpersonal skills and laser focus, he’s passionate about alleviating anxiety for his clients. His shared desire to provide retirees with uncomplicated advice and better protection against retirement risk led him to join the Golden Reserve team in 2023.
Previously, Scott served as an Associate Financial Advisor at a large national firm. He is a graduate of Kent State University, where he earned a Bachelor of Arts in Political Science. He also holds Series 7 and 66 licenses, as well as a Chartered Retirement Planning Counselor designation. Outside of the office, he enjoys large dinners with family and friends, and time spent with his girlfriend Heather and dog Sookie.