Scott Kogler, CPA, PFS


As the President, Scott works extensively with closely-held businesses, particularly in the construction and distribution sectors. As a trusted advisor to his clients, he provides strategic and proactive tax planning to business owners, top management and individuals, with a focus on generational succession planning, estate planning and entrepreneurial consulting.

Scott strives to gain an intricate understanding of his clients’ businesses. He believes that their success is his success and makes decisions for his clients the way he would for himself. Scott not only advocates for his clients and their business but also for the various stockholders involved. He began his career with the firm in 1993.

Scott is married to an attorney and MD, Nancy Kung, and has four beautiful girls. Away from the office Scott enjoys traveling, hiking, kayaking and spending time with family.


  • Graduated from Syracuse University

Memberships & Affiliations

  • Member of the Construction Financial Management Association
  • Holds several leadership roles in non-profit organizations including the Treasurer of Monroe Community College Foundation
  • Past chair of the Foundation’s Investment Committee