Having worked in financial services for over a dozen years, I have seen the need for personalized financial advisory services for individuals, families and small businesses grow consistently. Focusing on customized financial strategies, I help my clients preserve, grow and enjoy the wealth that they have worked so diligently to create.
Originally from Western Pennsylvania, I have a bachelor's degree from the University of Pittsburgh. I live with my wife, Mia, in Wesley Chapel with our three children. In my free time, I enjoy golfing, attending my children's sporting events and serving as a volunteer coach for my son's youth baseball teams.
Focus areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Socially Conscious Investing
- College Savings
- Entrepreneurs & Business Owners
- Business Retirement Plans
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Socially Conscious Investing
- College Savings
- Entrepreneurs & Business Owners
- Business Retirement Plans
Office Information
Phone Number
Scott Petersen at (813) 733-0322Branch Team
- Tamara Deglow
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | By Appointment Only |
Sunday | By Appointment Only |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:30PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | By Appointment Only |
Sunday | By Appointment Only |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Connect on Social
Branch Team
- Tamara Deglow
- Branch Office Administrator
Branch Team
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