Scott is passionately committed to serving agricultural business owners and multi-generational farming operations. Throughout his 20+ year career, Scott has been listening to what his clients want and what they say. This allows him to focus on his client’s needs first. Scott employs the client-centric approach to address business succession and estate planning issues that face the agribusiness owners today. He then can assist his clients in areas of accumulation, and wealth preservation for themselves, their children and future generations. Understanding his client’s goals and objectives is an integral part of developing a comprehensive financial plan. His goal is to establish a long lasting relationship with his clients and provide them with an enhanced sense of security regarding their financial future.
In addition to his work with agribusiness owners, Scott has been serving professionals, individuals and business owners of closely-held companies since 1994. When Scott isn’t meeting with clients turning complex financial concepts into strategies, he’s spending time with his wife Bobbi and their two sons Jason and Adam at the lake or some other outdoor activity.
Scott is based in Scottsdale, Arizona and currently sees clients across the United States. He is a current member of the Arizona cattle Growers Association and has FINRA registrations, series 7, series 66 and life and health insurance licenses in Arizona.