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I am a graduate of Penn State University. I received my degree in Marketing in 2010 and became a licensed financial advisor in June of 2011. In February of 2017, I co-founded my financial planning firm, Providers & Families Wealth Management, with my wife, Lindsey; and in December of that year, I became a CERTIFIED FINANCIAL PLANNER. The most influential teachers in my life provided an engaging and entertaining learning experience, and I strongly believe that these are very important characteristics of an impactful education! I look forward to helping you in your pursuit of your next FINRA license or your CFP marks!

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Scot’s Qualifications

Education & Certification

Undergraduate Degree: Pennsylvania State University-Main Campus - Bachelor of Science, Marketing


I’m an avid distance runner! I ran cross country in high school and college. I just ran my first half marathon, and my next goal is to run a 5K in under 20 minutes. I enjoy playing Texas Hold ‘Em and Omaha poker. I also enjoy watching Wheel of Fortune with my wife and our three cats.

Tutoring Subjects


Professional Certifications

Series 6

Series 63

Series 65

Series 7


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