
Scott’s primary role in our Practice is Comprehensive Financial Planning and Wealth Management. Scott’s focus is in Portfolio Development, Active Asset Management, and Comprehensive Financial Planning with specialties in Retirement Income Distribution Planning. He is passionate about helping his clients through developing a clear path toward retirement and achieving their goals throughout retirement.
"I am grateful to have the team of experienced professionals working with us in our support staff including; Certified Financial Planners on our Plan Design Services team, Portfolio Managers and Certified Financial Analysts at Thrivent Asset Management, and our Gift Planners on our team at Thrivent Charitable. Thrivent offers me the ability to help our Clients be wise with money, accomplish their financial goals, and retire with confidence.”
Scott is a full-time resident of Prescott, AZ having been visiting here since 2004. “I have been married to my best friend and my wife going on 35 years, enjoy hiking the many trails throughout the Prescott area community, and appreciate the many facets that Northern Arizona offers.”
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