Client Advisory


Scott is a Partner in the Cleveland office. He is a member of the estate and financial planning team, providing advisory services to individuals and businesses with an extensive background in corporate retirement plans including 401k, cash balance and defined benefit plans. Scott has a long term goal of maximizing benefits for individuals and corporations alike.

Prior to joining Cerity Partners, Scott spent 25+ years at another Cleveland firm managing personal wealth portfolios in addition to acting as fiduciary to over 150 corporate retirement plans throughout the Midwest.

In his spare time, Scott enjoys playing golf, coaching his daughter’s softball teams and long walks/runs with his best dog.


  • Cum Laude graduate of Ohio University (’98) major in Business Finance and minor in Interpersonal Communication


  • Board member of Council Gardens
  • Current member of Entrepreneurs Organization
  • Former board member of Heisley Park

Connect with Scott

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