Our Team

Michael Poggi is the President of M. Scott Investment Services and has been working with individual investors for more than 23 years. He uses his extensive personal and professional experience in all areas of investment planning to help you pursue your goals. He holds a CERTIFIED FINANCIAL PLANNER™ certification, an MBA, and is registered with LPL Financial to offer a variety of financial products and services to help you pursue your goals and objectives. Michael likes to use a wholistic financial planning view when meeting clients for the first time. He identifies areas that clients may need help addressing, such as: estate planning, investment planning, retirement planning, insurance planning, the impact of income taxes, and legacy planning for the next generation. Michael holds himself to a fiduciary standard and treats every client with the highest ethical and confidential standards that can be applied. 

Amy Porchelli, Administrative Assistant of M. Scott Investment Services has been working with Michael since 2022.  She is very helpful to a new client, from opening their account(s) to transferring their investments over.  Existing clients rely on her for IRA distributions, depositing new funds, ordering checks and other regular communications.

Lorena Gonzalez is a highly experienced Financial Advisor Assistant with a proven track record at LPL Financial, both in advisor and client satisfaction ratings. Lorena came to the United States from Colombia in 2009. She is bilingual, fully fluent in both English and Spanish. Lorena’s client service skills are exceptional and she works very well under pressure and deadlines. she pays strict attention to the smallest of details and possess unquestionable ethics. 

Let us know what your concerns are, so that we can address them up front.  We look forward to working with you.