Our Team

Shaun Scott is the founder of Old Forge Wealth Management and has spent more than 37 years helping individuals and families navigate the financial decisions that matter most to them. Over the course of his career, he has developed extensive experience in retirement planning, tax and estate planning strategies, and investment management. As a fiduciary financial advisor, Shaun takes seriously the responsibility of putting his clients’ interests first and providing advice that reflects their individual goals and circumstances.

Shaun believes that good financial planning often extends beyond investment management. He values collaboration and, when appropriate, works alongside his clients’ estate planning attorneys, tax advisors, and IRMAA/Medicare specialists. His goal is to help clients bring the different pieces of their financial lives together and make informed decisions with greater confidence.

Outside the office, Shaun is married to Debra Scott, the daughter of Nebraska farmers. He has been a member of Quidnessett Baptist Church since 1996 and has served with Gideons International and as a volunteer athletic director for Aquidneck Island Christian Academy. When he isn’t working with clients, Shaun enjoys vegetable gardening and winter mountaineering.

Jennifer joined Old Forge Wealth Management in 2021 as an Administrative Assistant and has grown alongside the firm, taking on increasing responsibilities across its operations and compliance functions. In January 2026, she was promoted to Chief Compliance Officer.

In her role as CCO, she oversees Old Forge’s compliance program and works closely with the team to support the firm’s compliance with applicable regulatory requirements. Her experience across different areas of the firm has given her a unique understanding of its operations, its team, and its commitment to serving clients.

She enjoys being part of a close-knit team and takes pride in contributing to Old Forge’s continued development while helping maintain the standards and values that are important to the firm.

Outside of work, she enjoys spending time with her husband and their three children and can often be found cheering them on from the sidelines at soccer, dance, and cheerleading.

Colleen joined Old Forge Wealth Management in 2025.  With over seven years of industry and operations experience, she brings a strong focus on efficiency, organization, and exceptional client service.  Her attention to detail and commitment to excellence make her a trusted point of contact for account transactions, client onboarding, new account openings, and day-to-day client inquiries.

Outside of the office, she enjoys spending time outdoors with her husband, son, and their dog, taking advantage of all that Rhode Island has to offer.