About Scott
I specialize in assisting pre-retirees and retirees who need help with their retirement plan and want to delegate their investment management program to an advisor.
By using a combination of comprehensive financial planning and investment management services I help my clients think through difficult financial trade offs and come up with solutions that provide peace of mind.
Education
Bachelor's degree
Licenses
Life
Other Credentials
CFP®
CRPC®
AAMS®
CMFC®
AWMA
APMA
FSCP
IBF Designations
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
CAS®
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Certified Annuity Specialist
Fixed, variable, and indexed annuities. Accumulation and distribution strategies.
Interested in earning an IBF designation? Explore all programs
At a Glance
IBF Designations
2
Member Since
2019
Other Credentials
7
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.