Scott is not just a financial advisor; he’s a dedicated advocate for your financial future. With a background marked by personal wealth accumulation and a passion for guiding others on their financial journeys, Scott’s mission is to help you achieve your financial goals and help plan for your retirement dreams.
In 2016, Scott embarked on a new chapter when he joined Legacy. From day one, his commitment to client-centric service was evident. He’s not just about numbers; he’s about helping you make informed decisions to build a prosperous tomorrow. His track record is a testament to his unwavering dedication to seeing his clients succeed.
Beyond his individual client work, Scott thrives on delivering Legacy’s financial wellness educational programs to local employers. He understands that true financial well-being extends beyond individual success and believes in equipping entire communities with the knowledge they need to thrive financially.
Outside of the world of finance, Scott’s life revolves around his loving family. Together with his wife, Jen, they’re raising two energetic sons. Their family values are rooted in their involvement in their local church, their passion for golf, and their love for the great outdoors. These shared experiences strengthen the bond within their family and enrich their lives.
Scott’s educational background speaks volumes about his commitment to excellence. He holds an Associate’s Degree in Sales and Marketing from the American Institute of Business in Des Moines, Iowa, and a Bachelor’s Degree in Business Administration from Graceland College in Lamoni, Iowa. These qualifications, combined with his years of practical experience, ensure that you’re in capable hands when you entrust your financial future to Scott.
In Scott, you’ll find a financial advisor who is not just focused on numbers and charts but also on your dreams and aspirations. With a dedicated approach and a heart to serve, Scott is here to help you write your own financial success story.