Our Team
With our combined years of industry experience, we strive to provide excellent service as we guide our clients through the phases of investing: wealth accumulation, wealth preservation, and wealth distribution.
With over 30 years of experience in the financial services industry, Scott takes a personalized approach to help his clients achieve their financial goals and objectives. He holds his Chartered Mutual Fund Counselor™ (CMFC™) and Accredited Asset Management Specialist™ (AAMS™) designations, which enable him to provide expansive mutual fund knowledge and tailored investment strategies to high net worth and professional athlete clients.
Scott attained his bachelor’s degree in business management from Central Connecticut State University, where he played Division-I tennis. His passion for sports continues today. He is an avid golfer, nationally ranked pickleball player, a co-owner of the Austin Ignite professional pickleball team, and enjoys coaching youth athletics in his free time.
Scott and his wife, Leann, have been married for 30 years and reside in Berlin, CT. Together, they are proud parents to three grown children: Matt, Stephanie, and Jon. He believes that family, faith, and community are paramount. He is actively involved in the latter, serving on the board of the T-COP Foundation, a family charitable organization. He also works with his local chapter of Catholic Charities and participates in raising funds for various programs for local high school students.
From a very young age, Matt and his dad talked about working together one day as a team. In 2021, he finally joined his dad at Janney, eager to continue to grow the family business alongside him.
Matt holds his Series 7 and 66 securities licenses, his Life and Health Insurance license, and is studying for his Accredited Wealth Management AdvisorSM (AWMA®) designation. As a graduate of the Firm’s 2024 Financial Advisor Development Program, he received comprehensive training on client service, technical knowledge, business development, and practice management. Additionally, he has a bachelor’s degree in finance from Central Connecticut State University.
Matt lives with his fiancé, Mckenzie, in Berlin, CT, where they enjoy spending quality time with their families and trying new restaurants in the area. His hobbies include golfing, cooking, and camping.