Scott truly has a passion for his work. He is willing to go the extra mile to ensure every client is confident with their customized financial plan. When assisting his clients, he prides himself on being accessible, relatable, and transparent. He is particularly adept at helping those with new wealth establish and pursue their unique financial goals through holistic financial planning.
Scott graduated from Arizona State University with a degree in Supply Chain Management in 2010. Naturally drawn to the financial industry, he accepted a position as a credit analyst in the lending department with Alliance Bank of Arizona after graduation.
Scott narrowed his interest to financial planning working for Merrill Edge, located in Chandler, AZ. During his time there, Scott developed his knowledge base while providing investment guidance and building effective long term plans for clients across all 50 states.
In August of 2016, Scott joined Summit Wealth Group to offer more customized strategies for each of his clients. He is driven each day to provide comprehensive financial guidance to guide his clients to a better, more secure financial future.
Scott is a Certified Retirement Planning Counselor (CRPC®) and a registered representative with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC).
Scott lives with his wife Alysa, in Phoenix, AZ. In his free time, he enjoys golfing and spending time with his two children, Abby and Redford.