Our Qualifications

Michael Poggi, President of M. Scott Investment Services has been working with individual investors for more than 20 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, and is registered with LPL Financial to offer a variety of financial products and services to help you pursue your goals and objectives.

Dawn Scheehser, Office / Administrative Manager of M. Scott Investment Services has been working with Michael for over 17 years.  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.

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