Scott offers a personalized, goal-based approach to financial planning, combining deep market knowledge with strong communication skills. He’s passionate about simplifying financial concepts and delivering practical, customized advice. His approach is built on trust, transparency and proactive communication, ensuring clients feel empowered to make informed decisions.
Scott began his career in financial services in 2009 at New York Life Insurance and later transitioned to Galileo Financial Group before joining First Western Advisors in 2014 and Raymond James in 2019. A Certified Financial Planner® professional, he holds an MBA from Brigham Young University and a bachelor’s degree in economics from the University of Utah.
Originally from Salt Lake City, Scott lives in Millcreek, Utah, with his wife, Sarah, and their three children. His passions include traveling, snow skiing, coaching and spending time with family and friends.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.