★ Services
How I Help Pilots
From your first day in the right seat to your last flight as captain — and every financial decision in between.
Pilot Retirement Planning
Airline retirement decisions are different, and the stakes are higher. I help pilots understand how their retirement benefits actually work, so they can make confident decisions about timing, income, and life after flying.
Learn More →Investment Management
Your investment strategy should reflect how airline pilots earn, save, and retire. I manage portfolios designed for high incomes, career volatility, and the transition from accumulation to retirement income.
Learn More →Tax-Aware Wealth Planning
Variable income, premium pay, trip trading — your tax picture is uniquely complex. I build strategies around Roth conversions, tax-loss harvesting, and multi-year bracket management.
Learn More →Career-Stage Financial Planning
A First Officer early in their career needs a very different plan than a Captain approaching retirement. I tailor financial strategies to where you are in your airline career.
Learn More →Ongoing Financial Advisory
I work with pilots over the long term, proactively adjusting strategies as markets change, benefits update, and life evolves. Clarity, accountability, and a trusted advisor who understands.
Learn More →Not Sure Where to Start?
Let's have a conversation. I'll help you figure out which services make sense for where you are right now.
Book a Call with Scott