Meet
Our Team
Shaun T. Scott AIF®, CLTC®, Fiduciary Wealth Manager
As founder of Old Forge Wealth Management and with over 30 years in the business, Shaun Scott has provided customized retirement planning, tax and estate planning, and investment advisory services for hundreds of clients in over a dozen states and internationally. As an independent, fee-based financial advisor, Shaun acts as fiduciary* for his clients, legally representing their financial interests. He also encourages and coordinates ongoing communication with his client's estate planning attorney and tax advisor, so their mutual clients can be better served.
Shaun is happily married to Debra Scott, the daughter of Nebraska farmers. He is an active member of Quidnessett Baptist Church since 1996, and has served with Gideons International and as volunteer athletic director for Aquidneck Island Christian Academy. Shaun is an avid, year-round vegetable gardener and winter mountaineer.
Education:
Hartwick College, B.A. in Economics
Specialization:
Comprehensive Financial Planning
Investment Advisory
Retirement Planning
Tax Planning
Social Security Planning
Estate Planning
*In an advisory capacity for advisory accounts
Jennifer Carreiro Office Manager
Jennifer joined Old Forge Wealth Management in 2021 from the finance department at Renewal by Andersen to fill critical service roles. She is a primary point of contact for existing and on-boarding clients in the front office, while providing integral project and operational support in the back office.
Jennifer is married with three children, and enjoys supporting her daughter compete in cheerleading, her son in premiere soccer, and family time on the water.
Susan Ambrosino Project Manager
From 1988 until joining Old Forge Wealth in 2020, Susan worked for 26 years and retired from the United States Postal Service. She then became licensed with Series 7, Series 63 and Life Accident & Health, working as a Financial Professional at AXA Advisors.
Her responsibilities are critical to the Old Forge Wealth’s mission and include all aspects of operations of clients’ accounts. Susan enjoys spending time with her two sons, the arts and nature.