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

Title

Team Practice

Website
https://connect.thrivent.com/greystone-financial-consultants
    Sherry Wentzel

    Sherry Wentzel

    Title

    Office Professional

    Phone
    (610) 683-3564