Scott has been serving the financial needs of professionals, business owners, and their families for more than nine years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable solutions for every element of the wealth management equation.
As your financial advisor, Scott takes a comprehensive approach to addressing your financial needs. After getting to know you, Scott will work to fully understand your investment objectives and your tolerance for risk, and will work closely with you to develop a customized financial plan designed to meet your long-term financial objectives.
With the support of the experienced professionals at Raymond James, Scott works diligently to help develop both your personal financial plan and a detailed investment strategy. The extensive resources of Raymond James include specialists in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. This planning-based approach is designed to help you satisfy current financial needs while working toward attaining future goals, mitigate tax liabilities, successfully address estate issues, understand and control discretionary expenses, and reach your long-term financial goals.
Originally from Lubbock, Texas, Scott received a Bachelor of Business Administration from Texas Tech University and a Masters of Business Administration from The University of Texas at Austin. He obtained his Certified Financial Planner® certification in 2019 from the College for Financial Planning. Prior to joining Raymond James in 2020, Scott worked for Morgan Stanley for four years.
Scott lives in Lubbock, Texas, and is married to his Wife, Kristen. They have three boys: Rhett (5), Austin (3), and Ryan (1). Away from the office, Scott enjoys spending time golfing, hunting, woodworking, playing the guitar, and coaching Little League.
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.