Scott grew up in Forest Lake, Minnesota and graduated from Gustavus Adolphus College in 1986 with a BA in Business Administration. He has been exclusively involved in the financial services industry since that time. He started advising clients in 1989 and is a CERTIFIED FINANCIAL PLANNER™ Practitioner .
Scott is married to Cheryl, and they opened their own practice in 1997. They have two children, Adam, 22, and Emily, 18. Outside of work you can usually find Scott riding his mountain bike, swimming, or working in the yard.
Training And Licensing
- Registered Health Underwriter (RHU) - 2004
- Managed Futures (series 31) – 2001 (held with LPL Financial)
- Registered Principal (series 24) – 1997 (held with LPL Financial)
- Uniform Registered Investment Advisor (series 65) – 1997 (held with LPL Financial)
- CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) – 1996
- Chartered Financial Consultant (ChFC) – 1994
- Chartered Life Underwriter (CLU) – 1993
- General Securities (series 7) – 1990 (held at LPL Financial)