Scott has over 30 years of experience helping clients build, manage, preserve, and transition their wealth to the next generation. People look to him for a comprehensive and holistic approach to Investment Planning, Retirement Planning, Tax Planning Strategies, Wealth Management, Asset Preservation, Estate Investment Planning Strategies, and Exit Planning for business owners. Scott's team follows a rigorous and disciplined process that starts with simply listening to your needs. When we listen, we learn. We learn about your past experiences and current situation, as well as your dreams and aspirations. Then, we go to work and tailor a plan specifically for you and your family. Next, we sit down with you, we explain our findings and our recommendations in plain, simple English, not a bunch of technical jargon. Then we implement the plan together, we continue to review and evaluate your portfolio, making adjustments whenever necessary, such as changing market conditions, regulatory changes, or simply changes that occur in the lives of our clients. Our goal is to build a “fortress” around your life savings and provide you with a “road map” to guide you and help you know where you are going financially and avoid obstacles along the way. With an emphasis on continuing education, Scott has also earned the Certified Private Wealth Advisor (CPWA) and Certified Investment Management Analyst (CIMA) designation from the Investment & Wealth Institute. Scott has also earned the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute. Scott had to complete approved educational programs, pass rigorous examinations, and meet stringent experience and continuing education requirements. Scott is currently the only financial advisor in Utah with all three designations*. Scott has lived in Salt Lake City for 36 years since moving from California. Away from the office, he enjoys many outdoor activities, including golf, hiking, and biking. Scott also enjoys spending time with his wife Jackie and his three daughters, Erika, Kathryn, and Nicole. *Source: Investment & Wealth Institute website as of December 2024