Get to Know Scott
Scott is the firm's Principal, Founder, and Senior Wealth Advisor. Outside of his leadership responsibilities in running the firm, Scott quarterbacks all the firm's client relationships. Scott's role is best described in his owns words: "To create and lead the vision of the company, while obsessively finding ways to provide as much value-add as possible, in as many areas as possible, as often as possible, for all whom we are blessed to serve".
Scott graduated from Malone University with a Bachelor's Degree in Communication Arts, is a licensed Investment Advisor Representative of Affinity Wealth, has the Ohio Life & Health insurance license, and is a Ohio licensed Mortgage Loan Officer.
Scott entered the industry in 2003 through the internship program at Northwestern Mutual, where he was a top 3 intern in the nation before becoming a full-time advisor in January of 2004, and finishing as the number 2 first year advisor in the nation. Over the next five years Scott grew his clientele through a referral only strategy and developed his own network of outside specialist's, value-added services, and ultimately a unique vision on the complete value an advisor can bring to ones life. These ideas led to in March of 2009 Scott moving out on his own firm.
Scott and his network of professional advisory relationships of attorneys, accountants, insurance agents, bankers, mortgage brokers, and real estate agents created the Total Wealth Management concept of the firm, with a befitting name of "The Affinity Group"......and a firm with a fiduciary focus on working only to serve the clients best interests with no outside affiliations or conflicts of interest.
Scott and his wife Automn live in the little berg of Hartville, Ohio with their daughter Cydni, son Cale, and Golden-Doodle Dash. Scott and his wife enjoy traveling and creating experiences with their friends and family.