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Scott is a CERTIFIED FINANCIAL PLANNER™ professional. He was born and raised in Portland, Oregon, and attended the University of California, Santa Barbara, where he earned a Bachelor’s Degree in Business Economics.
Scott often works with clients who have complex considerations at play in their financial plans, whether they own homes in different states, are business owners, or are planning for multiple generations. He primarily works with clients in the Pacific Northwest and the Southwest.
He began his career in the mortgage division at Bank of America and went on to open an office with a national insurance company as one of its youngest agents. After selling his business, he worked as the Vice President of Research for a national consulting firm based in Orange County, California.
In 2009, after almost a decade working with real estate builders and developers, he began providing comprehensive financial planning services based upon his 25 years of experience in the following areas:
Scott holds the CFP®, Chartered Financial Consultant®, and Chartered Life Underwriter® professional designations. In his free time, you can find Scott on the lake water skiing and wakeboarding or hiking and mountain biking. Scott, his wife Alisa, and their three daughters enjoy spending time between the Seattle and Scottsdale areas.
CA Insurance Lic #0G89812
I am licensed and registered to offer products and services in WA. Licenses and registrations will vary. Domiciled in WA.
Check the background of this investment professional on FINRA’s BrokerCheck