As a Planning Associate, Scott supports the advisory team in a variety of client service and planning activities. Responsibilities include preparing for client meetings, assisting with the onboarding of new assets, drafting Investment Policy Statements, and maintaining communication with clients and their professional contacts.
Scott participates in client meetings and assists with documenting and coordinating follow-up items. Additional responsibilities include contributing to the development of financial plans, gathering information from clients, and monitoring planning strategies and tax law developments relevant to client needs. Working alongside the client service team, he manages multiple projects and administrative tasks within a fast-paced environment, applying organizational skills and attention to detail to support ongoing client and team initiatives.
What sparked your interest in financial planning? What fuels you every day in your work?
Prior to working at Modera, I worked at an accounting firm in Philadelphia specializing in income tax returns, namely 1040s, 1041s, and 1065s. While I enjoyed my time working there, I gradually came to realize that the income tax side was not where I wanted to be long term and that I instead wanted to work in financial planning. Every day I have the chance to help clients reach their financial goals and that is something that I truly value.
What do you feel is a strength that you have?
I would say diligence and patience. Through my time spent in accounting, I learned the meaning and value of hard work, and that well done is better than well said.
When you retire you’re going to…?
When I retire, I would love to be able to give back to my community through volunteering. It is something I deeply value, and I believe if we can give back to our community in any way, we should. Separately, I enjoy being out in nature as much as possible and going for long walks. Golf is also one of my passions, and I would like to play as often as possible with friends and family.
Where did you grow up? Where do you live now?
I grew up in Newtown Square, PA and currently reside in Wayne, PA. I left the Southeastern PA area for five years during college but knew I wanted to return to the area to be closer to my family and friends. I am very happy with my decision to return.
The Catholic University of America,
Bachelor of Science, International Economics and Finance
University of Notre Dame,
Master of Science, Finance
