Scott 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.
Scott brings more than 18 years of experience in the financial services industry to his clients. Prior to joining Creative Planning, Scott was a Managing Partner at an independent investment firm where he served high net worth individuals and families.
Scott earned a Bachelor of General Science degree from the University of Kansas. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards as well as a Certified Wealth Strategist™ as designated by Cannon Financial Institute.
Scott and his wife Erin have two children – Cal and Dylan. In his spare time, Scott enjoys golf and camping with his family.
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