Combines investment acumen with a hands-on approach while working closely with clients.
Joined Lido: 2012
Homebase: Los Angeles, CA
Professional Focus: Scott brings extensive experience working with high-net-worth individuals and families to all aspects of the financial planning process. Always having been passionate about the financial services industry, being able to combine his passion and knowledge into his career while being a trusted advisor for his clients brings it all together for him.
Education: B.A., Economics, University of California, Los Angeles
Previous Work Highlights: Worked with The Leavitt Group helping oversee the life insurance practice for over 100 offices across the country. Scott also spent five years as the Manager of Operations for Combined Professional Agents where he helped form a national alliance pooling the resources of large, regional financial services firms.
Personal Facts: He is most proud of the life he has built with his wonderful wife and two children. He enjoys playing golf and softball, cheering on his local sports teams, traveling, and cooking outside of work.
