Scott joined Kaplan Wealth Management after leaving Virginia Tech. Since joining the firm, Scott has had two major roles. Scott handles all of our security research. He covers stocks, bonds, mutual funds, ETF’s and various alternative investments. He also manages all of our relationships with third party asset managers. In 2002, Scott headed up the implementation of our own asset management platform. To this day Scott manages our platform and heads up our Investment Committee meetings bringing ideas and change for consideration to be implemented into our portfolios. Scott is a CERTIFIED FINANCIAL PLANNER™ professional.
In Scott’s spare time, he enjoys vacationing at the beach and spending time with his wife, Wendy, daughters Madison and Olivia, and two stepchildren Elise and Holden.