Meet Scott


For Scott, it is incredibly rewarding to serve clients. Besides one’s health, family, and religion, depending on how someone ranks those things, there aren’t very many things more important than financial well-being and independence. Being able to play a central role in that on behalf of his clients is an honor and privilege Scott takes very seriously.

Scott’s career began serving clients just prior to graduating with High Honor from Michigan State University, working with two mentors who had extensive experience advising clients. As soon as the Board of Standards industry experience requirement allowed, Scott passed their 10 hour, two day exam, earning the CFP® designation to signify his commitment to holistic financial and wealth planning, which he has maintained since 1996.

Scott was born and raised in Laingsburg, MI, where Jill and he live and are raising their three children, Alexa, Jacob, and Myia. Community is very important, which is why Scott served 12+ years on his hometown’s school board as Treasurer. He also served as president of his local educational foundation ‘LEAF’ and was the race director for LEAF’s ‘Burg Run for 15 years, which raised over $50,000 during its existence.

Scott loves to travel with the kids, go “cabining” in the U.P., spend a lot of time on and in the water, and fish as often as he humanly can, which is his equanimity.