My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
I have been helping clients with their financial goals for over 25 years. Prior to Scanlon Wealth Management, I was a Principal of Kapp/Scanlon Financial Group and a Financial Advisor with Merrill Lynch and UBS Financial Services.