Scott is a Managing Director with Summit Wealth Partners, LLC and has served as a fiduciary in the wealth management profession for more than 20 years. Over the past decade in Naples, Florida, he has focused on helping affluent families navigate significant financial transitions, including retirement, business liquidity events, estate and tax planning, and multi-generational family governance.
Scott works closely with clients to design, implement, and oversee highly customized wealth strategies that integrate investment management, risk planning, trust and estate structures, philanthropic objectives, and family-office administration. His approach emphasizes clarity, continuity, and long-term stewardship, ensuring wealth plans remain aligned with family values across generations. He also brings deep experience in Florida domicile planning and regularly collaborates with attorneys, CPAs, trustees, and private-banking partners to coordinate complex strategies while minimizing the administrative burden on clients.
Prior to entering private wealth management, Scott began his career in institutional investment management, advising public and private pension plans, endowments, and foundations on customized asset allocation and portfolio management solutions.
Scott and his wife, Deb, have lived in Naples for the past 10 years. They have four children and five grandchildren in Michigan and Ohio. Outside of work, Scott enjoys year-round Florida living—golf, fishing, biking, swimming, and exploring the Gulf Coast with family. He and Deb also enjoy travel, the arts, volunteering, and spending time with their children and grandchildren.
Education: Michigan State University; Bachelor of Science
