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With nearly four decades of industry experience, Scott continues to find great fulfillment in helping clients confidently navigate their finances. While his passion is in the equity and options markets, his primary focus is ensuring each client’s portfolio supports their broader goals.

Scott understands that the path to financial success is rarely linear. He prioritizes ongoing communication as clients adapt to life’s milestones – both expected and unexpected – while staying aligned with their long-term plan.

Scott graduated from Miami University with a B.S. in Finance and remains actively engaged with his alma mater, mentoring aspiring financial professionals and volunteering his time for student capstone projects.

Scott and his wife, Kelli, are the proud parents of three – Kelsey, Matthew, and Andrew – and welcomed their first granddaughter, Tatum, in spring 2024.

Kendall believes meaningful financial planning starts with honest conversation. As a CERTIFIED FINANCIAL PLANNER®, she thoughtfully navigates even the most sensitive discussion topics and helps clients make informed decisions as life changes. Kendall especially enjoys connecting with multigenerational families and serving as a reliable partner for clients of all ages whether they are young adults building a financial foundation, seasoned investors planning for retirement, or proud grandparents planning their financial legacy.

Kendall graduated with distinction from the University of North Carolina at Chapel Hill with a degree in economics. She is also an alumna of the Cincinnati Regional Chamber’s Cincy Next program and a volunteer coach for Mariemont High School’s girls lacrosse team.

Kendall and her husband, Nick, stay busy with their two dogs, Frank and Lola. In their spare time, they enjoy cooking, traveling, and spending time with family.

Sean joined the Milestone Wealth Advisors team in May 2026. As a Client Associate, his role focuses on assisting clients with their day-to-day needs – fulfilling cash requests, updating accounts, preparing paperwork, and more. Sean is committed to timely, detail-oriented service and works closely with advisors to help ensure client requests are handled efficiently and accurately.

Sean earned a bachelor’s degree in accounting and finance from Xavier University after graduating from St. Xavier High School in Cincinnati. Prior to joining our team, he gained valuable insight into the UBS systems as a member of the Kenwood branch operations team.

Outside of work, Sean enjoys spending time outdoors backpacking, fishing, hunting, and playing sand volleyball.