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.
Lew Baker is a seasoned financial advisor with more than 20 years of experience. He specializes in supporting the needs of business owners, particularly those considering or undergoing the sale or reorganization of a business. Prior to joining Coliseum Wealth Management, Lew was a vice president with Morgan Stanley and the recipient of many early career awards during his tenure with Merrill Lynch.
A U.S. Army Veteran that served more than 13 years on active duty and in the reserves, Lew is an active member of his community, supporting several organizations focused on mentoring and developing underprivileged youth in the Washington, DC metropolitan area. These organizations include Project North Star, Concerned Black Men, and the Joy of Sports Foundation. Lew also served as an outreach officer for the United States Military Academy at West Point. Currently, he is a member of Congress Woman Eleanor Holmes-Norton’s service academy selection board.
Michael Smith is a seasoned financial advisor with over 20 years of experience. Michael works with retired and soon-to-be retired corporate executives, government employees, and teachers. He helps them navigate the retirement landscape of Social Security timing, Medicare, and retirement income planning. He also serves independent contractor emergency room physicians, anesthesiologists, and optometrists, helping this specialized group of doctors invest their hard-earned money intelligently, protect their paycheck in the event of a temporary or permanent disability, manage student loan debt, manage cash-flow, and plan for retirement. Michael graduated from the U. S. Military Academy at West Point in 1991 with a degree in Engineering Management. He is an avid golfer, New Orleans Saints fanatic, member of Toastmasters International, and the West Point Association of Graduates. Michael often speaks to groups and conducts workshops on many financial related topics.
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.
Ashley is a seasoned Executive Assistant with a zealous attitude. Ashley handles the daily schedules of Coliseum advisors and provides administrative support for the team. Ashley is located in Las Vegas, NV and when she is not keeping Coliseum Wealth Management on its toes, she is crocheting or has her nose in a book.
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.