Financial decisions often come during moments of change—starting a new role, evaluating retirement, or determining what comes next. Scott works closely with individuals and families during these transitions, helping them make informed decisions with clarity and confidence.
Scott brings more than 20 years of experience in financial services, including time at Fidelity Investments, where he worked directly with clients to help them navigate important financial decisions. In that role, he focused on investor education, guiding individuals through topics such as retirement planning, investment strategy, and 401(k) decisions—often during periods of uncertainty or transition.
That experience continues to shape his approach today. Scott believes that financial advice should be clear, thoughtful, and grounded in a full understanding of each client’s situation. He takes the time to learn what matters most to the individuals and families he works with, helping connect financial decisions to broader life goals.
He is particularly passionate about helping individuals navigate job changes—one of the most important and often overlooked financial decision points, especially when it comes to 401(k) and retirement planning choices. He also works closely with clients approaching or in retirement, helping them navigate key decisions around income planning, Medicare, and Social Security—some of the largest and most irreversible financial choices they’ll make. Whether evaluating options, understanding benefits, or aligning decisions with long-term objectives, Scott helps clients approach these moments with a structured and informed perspective.
As part of the team, Scott works collaboratively with George Bernet and Brittany Russell to deliver a comprehensive, relationship-driven experience that integrates financial planning, investment guidance, and ongoing support.
What Scott Helps Clients Navigate
Scott works with clients to simplify some of the most important financial decisions they’ll face, including:
- Reducing taxes—so you keep more of what you earn and save
- Navigating Medicare and Social Security decisions with confidence
- Turning savings into a reliable retirement income plan
- Making informed 401(k) decisions during job changes
- Building and managing portfolios aligned with long-term goals
Scott resides in Foxboro, Massachusetts with his wife and four children. When he’s not spending time with his family, you can often find him on a local field coaching multiple youth sports teams or staying actively involved in the community. A lifelong New England sports fan, he especially passionate about trying to revive the Pats in the post Tom Brady era.