Following his graduation from Penn State University, and a six year career with IBM, Kevin has been helping his clients create and pursue their Financial, Business, and Family Estate Planning goals for over 25 years. He enjoys a close and long-term relationship with his clients. Kevin's focus is the custom design of individual plans intended to grow and protect the Portfolio of each client and their respective families. Preservation of principal and income, as well as the guaranteed continuity of a family business interest, are the defined outcomes of each Plan design.
In 1998, Kevin established Sanderling Financial Group to provide a platform for independent, financial advice. He is currently registered with Cetera Advisors LLC and holds Series 7, 63, 65, and 24 securities registrations and maintains his Life and Health Insurance License in PA, NJ, and NY.
Investment Adviser Representative offering Securities and Advisory Services offered through Cetera Advisors, LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other entity.
Scott specializes in wealth management and retirement planning, creating customized financial plans designed to help clients reach their desired goals. Scott began his career in the financial services industry in 1995 with The Vanguard Group. He subsequently served in positions with Delaware Investments, Lincoln Financial Distributors and Lincoln Financial Advisors before joining Cetera Advisors, LLC in April of 2021.
Scott graduated with a Bachelor's Degree from Bloomsburg University in 1994. He has obtained FINRA Licenses Series 6, 7, 63 and 65. He also has Life & Health Insurance licenses in PA, NJ and TX. Scott holds a CERTIFIED FINANCIAL PLANNER (CFP®) designation as well as Chartered Retirement Planning Counselor (CRPC®).
Outside of work, he enjoys playing golf, cycling and playing guitar. Scott lives in Downingtown, PA with his wife Alexis and their 2 boys, Daniel and AJ.