Meet the team

Originally hailing from the USA, Scott has worked in the Australian financial services industry since 2008. He began his career here as an analyst for a small financial services publishing firm, before joining UBS Wealth Management and then Profile in 2011. Promoted to a Financial Adviser in 2012, Scott works meticulously on creating strategies to ensure clients’ financial and personal goals are met. He prides himself on delivering exceptional customer service and support.

Scott holds a Masters in Personal Financial Planning, an Advanced Diploma in Financial Planning and is an accredited Aged Care Professional. In July 2016, Scott earned his Certified Financial Planner® designation, the highest designation in the profession. He is also a member of the Financial Planning Association of Australia.

In his free time Scott enjoys playing soccer, golf, travelling, and keeping up with American sports – especially ice hockey, with his favourite team being the Dallas Stars!