Scot guides clients through their wealth plan utilizing a dynamic, panoramic approach. He is passionate about each client’s legacy and aligning our resources to support their goals. Scot focuses on continued client education and growing with them as their wealth management partner, offering
thought leadership through public appearances, podcasts, and national publications.
By leveraging a deep background of financial study and planning experience, Scot’s goal is to guide you along your financial path and turn your lifelong dreams and goals into actionable financial accomplishments.
Scot is a CERTIFIED FINANCIAL PLANNER™ and has been working with financial clients since 2000. He is the host of the retirement planning podcast, Retire Eyes Wide Open, available on both Apple and Google Podcasts. Each episode provides tips and strategies to demystify the retirement process for those in or entering retirement.
Scot is a regular contributor to Kiplinger and has been regularly quoted in publications such as U.S. News & World Report, Market Watch, Yahoo Finance, Nasdaq, and MSN.
Scot is originally from Minnesota and graduated from Bethel University. He and his wife, Shannon, live in Huntington Beach with their two boys, and enjoy wine tasting in Sonoma and having dinner at Scot’s favorite spot, Fisherman’s Restaurant in San Clemente. Additionally, Scot is an avid sports fan and enjoys traveling, particularly to spots like Saint Kitts, Capri, and Barcelona.