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From Active Duty to Advising

As a veteran, I’m here to help fellow veterans through fee only financial planning.

Hi there, I’m Scott.

I served in the Army for 22 years before retiring and pursuing a career in financial advising. As someone who has transitioned from the military to civilian life, I have personally worked through many military financial questions such as Thrift Savings plan questions, Military Retirement benefits, VA disability benefits, taxes on military retirement and survivor benefit plan. This experience inspired me to help people just like you navigate your way to a successful military retirement and financial life.

My specialty in taxes enables me to uncover military-specific savings that often go overlooked. As a fee-only, independent advisor, I pride myself on simplifying your life, not adding to it.  I am a member of the XY Planning Network and the Military Financial Advisors Association.  

Serving Those Who Serve the World

Active Duty



Military Families

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