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Scot Roche, JD, CPA, PFS

Wealth Manager, Partner
Scot serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning. With more than 20 years of experience in the financial services industry, Scot has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, he worked for an independent investment advisory firm as a senior financial advisor. Scot earned a Bachelor of Arts degree in accounting from Grandview College. In addition, he earned his Juris Doctor degree from Marquette University. Scot is a Certified Public Accountant and a Personal Financial Specialist, as designated by the American Institute of Certified Public Accountants. Scot and his wife, Angela, have two daughters, Lilian and Ellissa. In his spare time, Scot thoroughly enjoys spending time with his family and attempting to play golf.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe



Combined assets under management & advisement as of December 31, 2021