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Scott's Definition of Financial Independence
our founder
In 1987, Scott joined PFG, Inc. and started his independent Financial Planning career. He now manages over $100M in client assets. He employs a dedicated team of professionals to help clients achieve their life goals.
Because Scott has the unique ability of building personal trusting relationships with clients by simplifying complex financial concepts in a friendly, non-threatening way with a unique energy and passion.
Scott’s first job, after graduating with a degree in Education from The University of Florida, was teaching 1st grade in the Pinellas County School System in St. Petersburg, Florida. Yes, a teacher. He had to simplify ideas so that curious minds could comprehend the concepts being taught.
This “9-Box” process is hand - crafted, in- house, on a quarterly basis, from client submitted data and knowledge of what is managed by Scott’s firm. Each quarter, a personal letter is sent to clients advising them of any specific behavioral change needed to the portfolio to stay within mutually agreed risk targets.
Since 1960, PFG has evolved into a powerful national financial services company. From our corporate headquarters in State College, PA, our experienced staff provides extensive support services to PFG's network of independent financial professionals.
As an innovative investment management firm, we aim to be the trusted partner of choice for financial advisors and their clients by delivering state-of-the-art investment products and high touch, world-class service.