Scott Berry has 30+ years of experience in the financial industry and enjoys investment research. As a portfolio manager and investment analyst, he’s always looking for ways to improve the risk/reward ratio in favor of his clients and align their life goals with their finances. He listens, asks questions, and provides easily understood professional advice.

Scott enjoys collaborating with clients to create a well-reasoned and disciplined investment approach that matches their risk tolerance and investment objectives.

Scott holds a B.S. in Management/Finance from Purdue University.

He’s a traveler, a dog lover, a board member for Leader Dogs for the Blind Foundation, and lives in Rochester Hills, Michigan.