Scott began his career with Merrill in 2003. Scott works with corporate executives and families that are considering retirement or cash flow organization. He helps individuals simplify their finances and have greater financial security. By listening to clients and educating them on their choices, he believes people are empowered to make smart financial decisions. Once someone takes control of their finances, one can focus on the other things in life that matter, such as family, travel, health, any other goals. 

Scott has a B.S. in Finance from Michigan State University (1990) and a Masters of Business (MBA) from the University of Colorado (2002).  In addition, Forbes distinguished Scott as one of the “Best in State Wealth Advisors” from 2021 and 2022. (published annually Jan - April. Rankings based on data as of June 30 of prior year.) 

Scott and his wife, Suzanne, have a ten year old daughter, Charlotte.  Currently, Scott is Co-chair at the Denver Zoo’s Leadership Council, and avid golfer, and platform tennis player.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK^® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.