Clarity for families.
Support for those who serve them.
Families face complex choices. People who feel called to help them — to listen, to guide, to support — know how much it matters. If you’re that kind of person, you may also be looking for work that reflects your values and gives you room to grow.
About Scott
I’m also a dad and a granddad, so I think a lot about legacy — not just what we leave behind in dollars, but what we leave behind in stories, habits, and courage. My work sits at the crossroads of practical financial strategy and the human side of money.ut both: practical financial strategies and the human side of money.
Let’s Start the Conversation
If something here resonates with you, I’d love to talk.
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Or, if you’d like a personal note about legacy and why this matters to me: