Scott is a graduate of the University of Idaho, where his passion for music performance, particularly the tuba, took center stage. A common question he faces is why a musician would transition into financial advising. However, his interest in financial planning dates back to age 18, when he was thrust into the role of estate administrator after unexpectedly losing his father, managing a substantial estate. Scott goes beyond simply managing investments. He helps his clients feel secure in every aspect of their financial lives, from life insurance to retirement savings strategies, focusing on providing a personalized and educational experience.
Based in La Crosse, WI, Scott serves clients not only in the Midwest, including Madison and Eau Claire, but also across Southeast Texas, Southern California, Salt Lake City, Minneapolis, and Denver.
Outside of his professional life, Scott is active in the community, performing in local ensembles and serving on the social fellowship committee of the Downtown La Crosse Rotary Club.
Scott is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Scott offers securities in Wisconsin and is insurance licensed in Wisconsin.