We are a fee-only and independent
financial advisory firm providing
comprehensive wealth management
solutions for high-net-worth individuals.
Scott P. Snow
Scott P. Snow is the Managing Director of Scott Snow (financial advisors) LLC. Scott is a Certified Public Accountant, Certified Financial Planner and Certified Investment Management Analyst. Prior to forming his own firm in 2005, Scott was a financial advisor with Ernst & Young LLP. He holds a bachelor’s degree in business administration from the University of North Florida, where he concentrated in accounting and computer information systems. Scott participates annually in The Plain Dealer’s Tax Call-In and Retirement Call-In, special hotlines staffed by top local tax and financial planning professionals who volunteer their time to help readers with questions. Scott is a sought-after resource for other business media as well, including Crain’s Cleveland Business and Financial Advisor. Scott is a member of the Case Western Reserve University Estate Planning Council. He is a member of University Hospitals Diamond Advisory Group and a member of The National Association of Personal Financial Advisors. Scott is an advisory board member of the University of Michigan–Prechter Bipolar Research Fund. In addition, Scott is a volunteer for Junior Achievement, a program that fosters work-readiness, entrepreneurship and financial literacy skills for children grades K-12. He is a frequent and popular lecturer on personal financial planning topics to groups of small business owners, accountants, attorneys and bankers.
Laurie Johns is a Portfolio Administrator with Scott Snow (financial advisors) LLC. Prior to joining us, Laurie had spent her entire career with Ernst & Young, a multinational professional services firm. Throughout her successful career at Ernst & Young, Laurie was consistently recognized for quality and integrity in all aspects of her work supporting C-Suite executives and acting as a liaison between executives and clients. As a Certified Notary Public, Laurie will provide portfolio administration, trading, client services, and personalized bill pay processing. On a personal level, Laurie spends her free time with family, she enjoys traveling and volunteering with various charities.
James T. Guzowski
Jim is a tax consultant for Scott Snow (financial adivisors) LLC. Jim is the founder and President of CoreFocal where he specializes in individual and estate taxation, taxation of pass-through entities and merger and acquisition transactions. Jim’s deep technical knowledge and services allows us to offer optimal tax solutions for our clients.
Prior to founding CoreFocal, Jim was a member of the Cleveland office of the international accounting and consulting firm of KPMG LLP, where he was named a partner in 1985. During his tenure at KPMG, Jim was the Partner-in-Charge of the Cleveland tax practice, and was responsible for operations, human resources, product and service development and client satisfaction while serving a wide variety of clients, from individuals to publicly-held multinational corporations. He was also a representative on the firm’s Tax Technology Committee, which oversaw development and implementation of national technology strategies for firm-wide tax services. Jim is a Certified Public Accountant and a Certified Financial Planner.