Scott’s clients range from individuals and small- to medium-sized businesses, to foundations, trusts, and executives. Scott loves helping people and seeing them succeed. He’s had the honor and privilege of assisting people through many of their most important life decisions. Scott has worked in the financial services industry for more than 30 years. He joined EP Wealth Advisors in 2022 when Warren Financial, where he was a Managing Partner for over a decade, became part of the EP Wealth family. Scott’s previous roles included positions at Lockwood Advisors, Geewax Terker and Company, and Pilgrim Baxter & Associates. Scott also served as a member of the NASD Market Regulation Committee