Scott serves as a Senior Wealth Manager in our Germantown, TN office where he specializes in guiding clients through the creation of customized wealth planning and investment strategies. For over 20 years, Scott has been passionate about inspiring clients to make informed financial decisions that improve their overall financial well-being and increase the probability of accomplishing their long-term goals. Scott also provides fiduciary guidance and investment advisory services to retirement plan sponsors to ensure they remain compliant with their fiduciary oversight obligations and their retirement plans remain competitive and attractive to current and prospective employees.
Scott has a Master of Business Administration degree (MBA) with a concentration in Finance from Christian Brothers University and a bachelor’s degree in finance from The University of Memphis. Scott also earned a Certificate in Financial Planning from the University of Georgia. Scott holds the Certified Financial Planner (CFP®), Certified Plan Fiduciary Advisor (CPFA®), and the Certified Kingdom Advisor(CKA®)designations.
Scott and his wife Monica reside in Rossville, TN and have three adult children, Miles, Mckinley, and Mia. When not spending time with his family, Scott enjoys fly fishing and is an avid reader.