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Scott Lermack, MBA, CEPA

Investment Advisor Representative


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With 20 years of financial planning experience, Scott specializes in individualized planning for retirement, investment, risk management, estate, tax, and Value Acceleration and Business Exit. He helps high net worth individuals, families, executives, and business owners to feel comfortable and confident along their financial journeys.

Scott holds the Certified Exit Planning Advisor designation from the Exit Planning Institute.

He received his bachelor’s degree from Muhlenberg College where he double-majored in Economics and Business Administration and played on the Men’s Soccer Team.

Scott earned his MBA from Texas A&M University, where he focused on Economics and Finance.

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