Scott serves as a Senior Vice President of the Retirement + Wealth division and has over thirty years of experience in the financial planning and wealth management arena. He has aimed to assist hundreds of families with defining their estate planning goals and designing tailored approaches to accomplish their objectives.
Scott utilizes a client-centric approach to wealth management and multi-generational planning. He understands each client’s goals are unique. Prior to entering financial planning, he worked in public accounting. He received a degree in Accounting from the University of Minnesota.
Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). OneDigital and OneDigital Investment Advisors are separate entities from Triad Advisors, LLC. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck