Financial Advisor, Head of Operations
As a financial advisor, Scott’s mission is to determine a client’s needs, develop a strategy, and deliver a financial plan that will add value to the client. With his strong people skills and aptitude for active listening, he meets with clients to understand their future goals. Along with emerging trends he will analyze their current financial situation including retirement plans, savings and investments, and insurance products. Once Scott identifies the key elements for the client, he takes a holistic approach to wealth management by collaborating with the client to see the big picture while developing a tangible financial plan that will help them achieve their goals. Scott attended the University of Wisconsin -Milwaukee where he graduated with a degree in Finance. He has worked in the financial industry for over 20 years and has a strong background in financial services and products. Scott holds Series 7, 8, 24, 63, and 66 securities licenses, along with Minnesota Life, Health and Accident insurance license.