Scott runs FPA’s Business Solutions group, focusing on helping business owners manage their employee benefits and company sponsored retirement plans. Scott is dedicated to offering world class benefits to his clients’ in the most cost-effective manner possible. Scott joined Financial Planning Associates in 1994. Scott brings over 25 years of experience within the financial services and employee benefits industry. Prior to joining Financial Planning Associates, Scott worked for Cornerstone Marketing Association and was a Sales Manager at Design Benefit Plans. Scott currently holds FINRA securities registrations through LPL Financial and is an Investment Advisor Representative with Private Advisor Group. Scott’s financial credentials include the Accredited Investment Fiduciary® (AIF®) and Retirement Plan Consultant™ (PPC™). In addition, Scott is a member of the National Association of Health Underwriters (NAHU). He holds a Bachelor of Science degree from Kutztown University. Scott resides in West Chester, PA with his wife Michelle and their children Gabrielle and Grant. When not working with his clients, Scott enjoys spending time with his family, coaching youth baseball, and snowboarding with his son.
Please visit Scott's website at www.fpabenefits.com.
Individuals who hold the AIF® designation have completed a course of study reviewing the prudent practices, their legal underpinnings and how to apply them within existing fiduciary policies and procedures. Additionally, individuals must pass an end-of-course examination that tests their knowledge of fiduciary procedures. AIF® Designees must renew their designation every year by completing 6 hours of continuing education, reaffirming adherence to the board’s Qualification and Conduct Standards.
The PPC™ Designation certified that the recipient has specialized knowledge of retirement plan compliance requirements, common plan services, and plan administration. To receive the PPC Designation, the individual must meet prerequisite criteria based on a combination of education, relevant industry experience, and/or ongoing professional development, complete a training program, successfully pass comprehensive, closed – book final examination under the supervision of a proctor and agree to abide by the Code of Ethics and Conduct Standards. In order to maintain the PPC Designations the individual must annually attest to the Code of Ethics and Conduct Standards, and accrue and report a minimum of six hours of continuing education.