facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck

Meet Scott

Scott Trisuli Photo
Read Bio

Scott Trisuli

Owner

Scott began his career in the financial industry soon after retiring from the Army, where he spent 23 years of his life. His military background provides him with great insight into the issues faced by soldiers and veterans, however, he’s happy to help people from all walks of life. Scott is currently an Enrolled Agent, a candidate for CFP® certification and has begun taking exams to become a CPA.

Scott was born and raised in Pennsylvania. Throughout his childhood, high-school and college years, he spent time working at his parents’ small business, assisting with bookkeeping and other responsibilities. This is where his love for finances began. 

Scott and his wife, Amy, live in Holly Springs, NC. Together, they have a son, Brandon. As a family, they love to ski in the winter and go kayaking, biking and SCUBA diving in the summer. The highlight of his overseas experiences as a military veteran was a year spent in Kathmandu, Nepal advising the U.S. Ambassador to Nepal on foreign military training.