Scott has over 30 years of experience helping families connect their wealth and purpose, empowering them to live the life they want. As the President of TFO Family Office Partners, Scott is responsible for overseeing all services provided by the firm with the goal of making sure clients enjoy an outstanding experience with our team. He has extensive experience delivering a wide array of wealth management services and strives to deliver integrated, comprehensive solutions aimed at simplifying our client’s lives and providing peace of mind. Scott has over 20 years of experience in leadership roles in the multi-family office space and serves on the TFO Family Office Partners’ Operating, Investment, and Executive Committees.
What most excites you about your work?
Our clients and colleagues are exceptional. They push me to think about things differently and find new ways to improve. Every day is different and brings new experiences and chances to learn. I am excited that I always have opportunities to have a meaningful impact on both our client and colleague families.
Why did you choose TFO Family Office Partners?
It always goes back to the people. We have fantastic clients that I love working with and are intelligent, appreciative, and successful. We have a great group of colleagues that I respect and trust that are consistently focused on helping our client families. I believe the combination of our great clients and colleagues has created a special place where our clients and people genuinely care about each other – that is the place where I want to be.
What are some of your life's biggest influences?
For as long as I can remember, my dad and grandpa have been my guideposts. They taught me how to treat people, the importance of hard work, honesty, patience (still a bit of a struggle for me) and integrity. Just as importantly, they showed me how to find happiness and laughter every day.
Education
Michigan State University
B.A. Accounting
University of Illinois
M.S. Accounting
Hobbies and Interests
- Golf
- Hiking
- Travel
- Reading
Industry Designations and Certifications
Certified Public Accountant (CPA)
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