Our Founder

Scott MacDonald

I think that is it important for my clients and potential future clients to know a little bit about me, my background, and my business. I am a thorough Bostonian, having grown up in Walpole, Massachusetts. I attended high school at Choate Rosemary Hall in Wallingford, Connecticut and then proceeded to the University of Vermont for my college degree.

I have strived to be a leader in the financial services industry since November 1997, having earned the CERTIFIED FINANCIAL PLANNER^™ - CFP^® certification in October 2005; the Chartered Life Underwriter (CLU^®) designation in 2006 and the Chartered Financial Consultant (ChFC^®) designation in 2007. In 2009, I also became a Financial Adviser through Eagle Strategies LLC, a Registered Investment Advisor.

Along with earning these designations, I have been fortunate enough to hold presentations/seminars for different retiree and pre-retiree groups, in MA, RI, NH and CT for the past decade. Doing so has introduced me to some wonderful clients and lasting relationships.

I attribute my career success to working with great clients who I have been blessed to build long-lasting relationships with. Most of my clients continue to work with me through every season of life, and I have been lucky to have many of those relationships pass down into the next generation. I find no bigger compliment to my business practice than when my clients refer me to their children and other family members.

And of course, I could never do any of this, if I didn't have a fantastic support system at home. My wife and I still reside in Walpole, MA, where we both grew up, with our four wonderful children. In my spare time I enjoy coaching my children’s lacrosse and hockey teams and being as dedicated to their lives as I am to my business.