I became a financial advisor because I enjoy building strong, long-term relationships with kind people, and helping them achieve their goals and dreams. I have always been a planner, starting with my younger years as an engineer and manufacturing manager. I apply those years of experience to build client portfolios, serve our clients, and plan educational and fun client events. I watched my wife Elaine make a huge, positive influence in the lives of her clients for many years. Seeing Elaine's impact on her clients inspired me to become a financial advisor and I joined her in the year 2000.
Since then, I have become the Chief Investment Officer for the firm. I apply my experience and skills in analysis and engineering to lead our Investment Team, which implements investment strategies for our clients. I have used my years of experience in management to build an amazing team dedicated to providing exceptional service to our clients.
I grew up in Green Bay, Wisconsin, and I’m a big Green Bay Packers fan. I have also come to love our local San Francisco 49ers. My years going to Green Bay Packer games taught me how much fun it is to have a tailgate party in the parking lot before a game, and we've brought that tradition to our client events at the 49ers football games. I also love to go on cruises, and I already have a plan for the trips we will take in the years ahead.
I believe strongly that it is important for everyone to enjoy the journey through their entire life, including myself, family, and friends. When I meet with our clients, I remind them regularly and do everything I can to help them enjoy the journey.
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Scott's California insurance license number is 0C96859.