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About
Scott is a seasoned Wealth Management Advisor and CERTIFIED FINANCIAL PLANNER™ who brings a unique background in Electrical Engineering from the Colorado School of Mines to his financial career. Leveraging his expertise in solving complex problems, Scott delivers tailored wealth management strategies that help business owners and professionals preserve, grow, and transfer wealth. His approach is grounded in a comprehensive planning process that focuses on tested methodologies, highly tax-efficient solutions, and strategic foresight.
Beyond his professional life, Scott is deeply committed to philanthropic causes. Since 2009, he and his team have supported the St. Baldrick's Foundation, shaving their heads annually to raise funds for childhood cancer research—a cause close to his heart, inspired by a friend’s loss of her young daughter. Scott’s fundraising efforts have made a significant impact, with donations supporting vital research grants. He is also involved in mentoring at-risk teens through the Higher Ground Youth Challenge, where he volunteers as a camp coach, helping young people build confidence and life skills during a transformative week in Estes Park, Colorado.
In his personal life, Scott is passionate about movies, electronics, and creative pursuits. He’s an avid movie buff who enjoys both watching and creating digital art based on his favorite films and TV shows. He also enjoys classic cars, skill-based games, and exploring new culinary experiences with family and friends.