About Scot Guldin

I’ve been in the business of solving and simplifying complex problems most of my life – first as an engineer, and for the last 20 years as a financial consultant. I love the challenge to reverse-engineer a goal and create simple steps to achieve it. I am proud to have earned my Chartered Financial Consultant (ChFC®) and Certified Kingdom Advisor® designations to provide you with comprehensive financial guidance. I am married to Julie, a retired teacher, and am the proud father of three married daughters and grandfather to two boys and one granddaughter. I treasure spending time with my family…but I also find time for golf and camping. I am an active member of St. Paul’s Lutheran Church in Mertztown. I have served on a Thrivent Builds with Habitat for Humanity project in El Salvador, and as a regular volunteer on church disaster response trips to New Jersey, North Carolina and Haiti. Julie and I are looking forward to a Thrivent service trip to Paraguay in 2018!

Living Generously in Berks County

  • Thrivent Community event benefiting Operation Heroes/Jarett Yoder Foundation
  • Supporter of food drives supporting Friend Inc., Kutztown
  • Leader of Thrivent Action Teams helping Opportunity House and Humane Society of Reading
  • Active member of St. Paul’s Lutheran Church, Mertztown; past council member
  • Volunteer, Thrivent Builds Worldwide
  • Member, Kutztown Optimist Club of America

Education & Accomplishments

  • FINRA Series 7, 6
  • FINRA Series 65 Uniform Investment Advisor
  • FINRA Series 63 Uniform Securities Agent State Law Exam
  • Life and Health Insurance licenses, PA, DE, DC, NJ, NC, AZ, MD, OH and NY
Greystone Financial Consultants

Greystone Financial Consultants


Team Practice

    Sherry Wentzel

    Sherry Wentzel


    Office Professional

    (610) 683-3564