As President of Coliseum Wealth Management and a seasoned financial advisor, Scott provides strategic direction for the organization in addition to servicing his clients. Scott formed Coliseum Wealth Management with a vision of helping clients achieve their financial goals with a trusted partner. A graduate of George Mason University and the Georgetown University CFP® certificate program, Scott lives in Bethesda, MD with his wife and three sons.
Flavia has a degree in Mathematics and a broad background that includes knowledge of psychology, real estate, and finance. A spreadsheet guru with an eye for style, Flavia keeps Coliseum Wealth Management running on schedule and provides administrative support to clients and the team. Flavia is based in San Antonio, Texas and enjoys brain teasers, sunny days, and all things nerdy.
A native of Australia, Jordenne considers herself the “Swiss Army Knife of Coliseum Wealth Management” – handling everything from addressing client requests and processing account paperwork to interviewing potential team members and managing the office. Jordenne is a graduate of Stony Brook University’s College of Business where she minored in Japanese Studies – something she puts to use in her practice of Kenpo.
In addition, we maintain relationships with trusted professionals to augment our service and support our clients’ financial needs in the areas of legal, accounting, and insurance services.