Scott is passionately committed to holistic and comprehensive financial planning for his clients as evidenced by his thirty years in wealth management. Since joining Osaic Wealth, Scott has served professionals, individuals and business owners of closely-held companies with a special focus on agricultural business owners and multi-generational farming and ranching operations across the Western United States.
Scott’s “Listen First” approach to financial planning allows his clients to bring their goals and objectives into focus and on to fruition with specialized strategies that are tailored to benefit them most. He encourages his clients to express their needs and ideas in for their financial future in order to turn those complex concerns into easy-to-implement strategies for individuals, families, professionals, and business owners. Scott is an adaptive and creative thinker who aspires to be the catalyst in accomplishing the goals at hand. This makes him an excellent addition to Waypoint Partners in 2024.
Scott travels frequently to meet with clients across the United States. He is a current member of the Arizona Cattle Growers’ Association, holds FINRA Series 7 and 66 registrations, and maintains the Arizona Life and Health insurance license. He and his wife Bobbi make their home in Scottsdale, Arizona.