Helps families, medical professionals, and entrepreneurs turn financial complexity into clarity by aligning wealth with purpose, legacy, and what matters most.
Joined Lido: 2025
Homebase: Warren, NJ
Professional Focus: Works with accomplished individuals and families to design financial strategies that support not just building wealth but also their legacy. Scott’s approach blends strategy, coaching, and deep listening, ensuring each plan reflects the life clients want to build, not just the numbers on a page.
Previous Work Highlights: Began his career in 1997 as a Financial Strategist at the Paragon Financial Group (PFG), before serving as President and CEO of Cincy MedEd prior to PFG/Cincy MedEd's partnership with Fountainhead Advisors. He then was Partner, Co-Founder, and Chief Financial Strategist for Fountainhead Advisors prior to its partnership with Lido in 2025.
Personal Facts: Outside of work, he enjoys golf, travel, and personal development practices, and earned his second-degree black belt in Tae Kwon Do by age eighteen. He also enjoys spending time with his wife and three daughters.
