Scott has been in the financial industry since 1999. He has earned the Accredited Investment Fiduciary (AIF®), Certified Estate Planner (CEP® ), Retirement Income Certified Professional (RICP®) designations and successfully completed Series 6, 7, 63, 66 securities registrations and his Life & Health Insurance License. He focuses his time on working with people who are interested in retirement income planning and estate planning strategies. Scott is President of Reed Financial Planning Services and has served on the Voya Field Advisory Board.
Prior to entering into the investment field, Scott graduated from UCONN with a B.A. in International Business Management. He has studied and lived in Europe and South America, which has allowed him to become multilingual. Today, Scott lives in Glastonbury with his wife, Betsy, and four sons. When not in the office, he enjoys staying active outdoors, hiking with the family, and traveling.
Steven T. Jacques is a long-time financial educator and speaker on retirement planning and money management. Steven prides himself on providing superior service and financial advice to his many clients and focuses on providing strategies designated to conserve and enhance his clients' wealth . His greatest strength is helping his clients work toward achieving their most important goals by assisting them in defining clear cut objectives to properly organize their financial lives and developing strategies to help his clients advance from where they are today to where they wish to be.
Steven is a CERTIFIED FINANCIAL PLANNER practitioner and a registered Investment Advisor Representative with Voya Financial Advisors. He currently holds FINRA Series 6,7,63 and 65 securities registrations along with a Life and Health Insurance license for the State of Connecticut.
When not assisting clients, Steven enjoys spending time with his wife Kerry and their children, Leah and Tyler. He also enjoys traveling , playing hockey and coaching his son's hockey team.
Yola has over 15 years of industry experience having worked at LPL Financial and Lincoln Financial prior to joining our firm.
Yola's top priorities are helping to run an efficient and productive office, while providing excellent customer service and prompt follow-up to client inquiries. Her superb attention to detail allows her to excel in her role of handling the firm's operations, compliance logs and operational procedures.
Yola lives in Glastonbury with her husband and two girls.