Designations and Licenses

Scott is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Scott works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their long-term goals.

Prior to joining Mariner, Scott was a wealth advisor at Kovitz Investment Group. Before that, he was vice president, global client tax services at Northern Trust Corporation.

Scott has a Bachelor of Arts degree from Colgate University and an MBA from DePaul University.

Personal Interests

Away from the office, Scott enjoys attending tumbling and trampoline meets with his kids.