PRESIDENT / CEO
Scott graduated from the University of Nebraska & moved to San Diego
Started his financial planning career with IDS.
I grew up in Brainard, Nebraska with a population of 310. I worked at my parent’s restaurant from age ten to college, so I got to know everyone in town very well. I attended the University of Nebraska and graduated with a Bachelor’s in Business with an emphasis in Finance. I was raised to be self-managed and accountable for my actions, while still having fun, which translated into valuing honesty, integrity, and that clients’ needs always come first.
When I’m not working, I enjoy golfing, boating, biking, skiing, cooking, and entertaining. Also, spending time with my wife Deb, our children, and friends is extremely important to me.
– Henry David Thoreau
This meeting is intended for:
Introductions • Learning Sessions • Quick Check-Ins
Choose which type of meeting you would prefer for a quick meeting
Complimentary meeting to align with your goals and learn more about what you need to feel secure in your retirement.
I grew up in Brainard, Nebraska with a population of 310. I worked at my parent’s restaurant from age ten to college, so I got to know everyone in town very well. I attended the University of Nebraska and graduated with a Bachelor’s in Business with an emphasis in Finance. I was raised to be self-managed and accountable for my actions, while still having fun, which translated into valuing honesty, integrity, and that clients’ needs always come first.
When I’m not working, I enjoy golfing, boating, biking, skiing, cooking, and entertaining. Also, spending time with my wife Deb, our children, and friends is extremely important to me.
– Henry David Thoreau