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.
Nancy Basso is a Portfolio Administrator with Scott Snow (financial advisors) LLC. Nancy has 35+ years of experience in finance. As a Certified Notary Public, her areas of expertise include portfolio administration, trading, client services, and personalized bill pay processing. Nancy was employed with Paragon Advisors, Inc. in Shaker Heights from 2007-2014. Prior to that, her career led her through a variety of banking departments within Sky Bank, Sky Trust, and National City Bank, and NCB Trust. On a personal level, Nancy is active with her church, their music department and volunteers with various charities as time permits. In her free time, she enjoys relaxing at home, traveling, and spending time with her family.
Matthew Clark is a Financial Advisor Intern with Scott Snow (financial advisors) LLC. Matthew is currently a sophomore at Baldwin Wallace University pursuing a degree in accounting with a minor study in finance. He plans to take advantage of the university’s Dual 3/2 MBA Program in accounting, enabling him to receive his MBA and accumulate enough credit to sit for the CPA Exam. Recently, he attended leadership conferences for both Ernst & Young and Deloitte where he broadened his knowledge and experience in the accounting and finance fields. Outside of academics, he is involved in an entrepreneurial-based leadership program as well as a community outreach program and collegiate soccer. Being a multi-sport athlete in high school, he has always enjoyed competing in sports and staying active.
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.