About
Scott
With nearly three decades of experience, Scott is a seasoned wealth advisor dedicated to helping individuals and families achieve their financial goals. His expertise spans financial planning, tax planning, estate planning, and investment planning, each designed to meet the unique needs and objectives of his clients. Scott has experience working with a diverse range of clients — including pre-retirees, retirees, executives, and entrepreneurs — helping guide each through the stages of their financial lives.
Scott works with Focus clients in our Phoenix office and originally joined the firm through its merger with Benefit Financial Services Group (BFSG), where he served as a Senior Wealth Manager. Prior to that, he spent nearly 25 years at Charles Schwab, holding roles including Director – Wealth Management Consulting, Managing Director of Schwab Wealth Advisory Phoenix, and Senior Regional Manager for the Southwest, Orange County, and San Diego regions. Before his tenure at BFSG and Charles Schwab, Scott served as a Financial Advisor at a major global financial services firm and investment bank headquartered in New York City.
Originally from the upper Midwest, Scott spent his formative years in Frankfurt, Germany, before returning to the United States to complete his remaining years of high school and college. He has made Phoenix his home since 1997.
Education and Professional Milestones:
-University of Indianapolis - bachelor’s degree in law and legal studies
-Holds the Accredited Investment Fiduciary® certification
With nearly three decades of experience, Scott is a seasoned wealth advisor dedicated to helping individuals and families achieve their financial goals. His expertise spans financial planning, tax planning, estate planning, and investment planning, each designed to meet the unique needs and objectives of his clients. Scott has experience working with a diverse range of clients — including pre-retirees, retirees, executives, and entrepreneurs — helping guide each through the stages of their financial lives.
Scott works with Focus clients in our Phoenix office and originally joined the firm through its merger with Benefit Financial Services Group (BFSG), where he served as a Senior Wealth Manager. Prior to that, he spent nearly 25 years at Charles Schwab, holding roles including Director – Wealth Management Consulting, Managing Director of Schwab Wealth Advisory Phoenix, and Senior Regional Manager for the Southwest, Orange County, and San Diego regions. Before his tenure at BFSG and Charles Schwab, Scott served as a Financial Advisor at a major global financial services firm and investment bank headquartered in New York City.
Originally from the upper Midwest, Scott spent his formative years in Frankfurt, Germany, before returning to the United States to complete his remaining years of high school and college. He has made Phoenix his home since 1997.
Education and Professional Milestones:
-University of Indianapolis - bachelor’s degree in law and legal studies
-Holds the Accredited Investment Fiduciary® certification