Scott is a Chartered Mutual Fund CounselorSM and has been a Wealth Manager since 2000. Scott worked at Hewlett-Packard for 15 years in positions in Engineering, Manufacturing, Marketing, and Management. Scott's focus is in working with people who are in the working phase of their life and with small business owners. He also concentrates in long term care insurance. He has a bachelor's degree in Mechanical Engineering and an MBA from the University of Wisconsin.
Scott's California insurance license number is 0C96859.