About Jordan Brill

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Hi, I'm Jordan!

Investment Counsel

Scott began his career in financial services in 1993, and his detailed, attentive approach has set him apart ever since. He believes meaningful guidance begins with truly listening, and he takes the time to ask thoughtful questions that lead to genuine understanding. By helping clients clearly define their financial expectations, Scott provides the confidence and clarity they need to bring greater meaning to every retirement moment.


Scott holds a Bachelor's Degree and is an Investment Advisor Representative.



Scott and his wife, Kelly, have been married for over 36 years. They have two adult children and five grandchildren. Scott proudly served his country in the United States Army. Away from the office, he enjoys spending time with his family and automobile racing.

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Whether you're focused on developing a sustainable income strategy or protecting your hard-earned assets, we specialize in creating and implementing tailored retirement strategies that align with your financial goals. Our approach helps ensure you have a well-structured strategy to navigate your retirement with confidence and protection.

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Let us assist you in crafting a holistic financial strategy that integrates key components such as wealth accumulation, asset protection, tax minimization approaches, legacy strategizing, income strategizing, long-term care provisions, and life insurance considerations.

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Our dedicated team will collaborate with you to examine your financial situation and help ensure that you are not overpaying taxes during retirement. By identifying opportunities for tax savings and crafting effective strategies, we aim to help you retain more of your income for a comfortable retirement lifestyle.

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Take the First Step Toward More Confidence and More Meaning in Every Moment.

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