Senior Vice President
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Scott joined Grey Ledge Advisors in January 2021 with the completion of the transaction between CTMA and Grey Ledge Advisors. In his role as a Wealth Adviser, he works extensively with the principals of closely held businesses to advise them on the creation of, and management of, executive benefit plans and retirement funding solutions.
Scott has over 30 years of experience in the credit union and insurance industry and is a well-known speaker and author who frequently shares his expertise in compensation planning and funding strategies.
Prior to joining Grey Ledge Advisors he spent two years with CTMA and 18 years with CUNA Mutual Group.
He lives in Wallingford with his wife and 3 children. He coaches Bantam Level hockey with the Wallingford Hawks Youth Hockey Program, where he also serves as the Vice President of the organization.