Scott joined the Financial Services industry in 2007 by becoming a Financial Advisor with A.G. Edwards, which later became a part of Wells Fargo Advisors. He earned his Series 7 license, a Series 66 and his Insurance licenses. He also earned a CRPC (Chartered Retirement Planning Counselor) designation. In 2010 he joined an RIA firm where he handled a book of clients, as well as all marketing duties for the firm.
Before that Scott had a long career in the Consumer Products industry, including a 15 year run with Procter & Gamble where he managed a $90 Million client and also worked internationally in the Japan, Asia, Latin America division.
Scott has a wife of 32 years, Jamie, and 3 grown kids, Shane, Kyle & Darby. When not reviewing client portfolios and helping mapping out investment strategies, Scott likes mountain biking, hiking and working out. Scott is an avid football, baseball and hockey fan and loves his Bay Area teams: the 49ers, Giants & Sharks. Scott claims to be a an original Parrothead going back to the 80’s.