Scott comes to us from Boca Raton, FL with nearly 27 years of experience in the financial industry.
He began his career in Scottsdale, AZ as a mutual fund wholesaler. He went on to work as a district manager and Vice President of Countrywide Bank. While there, he had direct oversight of 11 bank locations in the North Los Angeles area. Scott then moved to Union bank for 11 years and was eventually relocated out east to oversee the state of Florida.
He holds a Bachelor of Arts degree in elementary education from West Virginia University.
Scott recently moved back to Arizona with his wife Katherine, and is very excited to join the Watermark Wealth Team and start meeting and working with clients.
According to Scott, "It's a move 10 years in the making, as Kyle and I have known each other for 25 years and have always discussed the eventuality of partnering together if the opportunity presented itself."
We are thrilled to welcome Scott to our Watermark family. He will soon be stepping into the role of financial advisor. We're certain Scott will prove to be a valuable addition to our team and will have a considerable impact on the success and growth of our business.