“As an advisor, numbers may be my forte, but it is the stories behind those numbers that truly drive me. I’m on a mission to understand your unique aspirations, fears, and dreams, crafting personalized financial plans that offer both security and the freedom to live life to the fullest.”
Hello! I’m Scott, your dedicated Wealth Advisor here at CapSouth. A CERTIFIED FINANCIAL PLANNER™ with over 14 years of industry experience, I’m here to blend the art of financial planning with genuine human connection and lifelong relationships.
Estate planning, tax strategies, charitable giving—these aren’t just buzzwords to me; they’re avenues to empower you to leave a lasting legacy, to make memories, and to support the people and causes close to your heart. Your financial picture consists of more than just your investments. Whether you’re gearing up for retirement or already savoring its rewards, my goal is that your financial journey is not just successful, but deeply fulfilling.
Originally from southeast Alabama, I am a proud Troy University alum with degrees in both marketing and accounting. I made the leap to metro Atlanta and then expanded into the North Georgia mountains…I needed horses in my back yard! I now enjoy splitting my time between the hustle and bustle of Atlanta and the serenity of Blairsville. Thanks to modern technology, I get to serve clients both in-person and remote from coast to coast, while living my own life of fulfillment as well.
No matter where I am, community remains close to my heart. From my involvement in local Chambers of Commerce and various professional and religious organizations to serving as a Legacy Advisor for Children’s Healthcare of Atlanta, giving back is ingrained in my DNA.
Outside of the office, you’ll often find me surrounded by family, exploring the great outdoors on horseback or kayak, or simply working around the farm – finding solace in the rhythm of everyday life. You may also see me enjoying a show at the Fox Theatre, dining out in Atlanta, or catching a plane to a new travel destination…life is about balance, after all!
So, let’s embark on this financial journey together, where dreams meet numbers, and peace of mind is just a plan away. Your adventure starts here, and I would appreciate the opportunity to be your partner in prosperity.
