Scott is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience providing financial services to his clients. He has a passion for helping retirement plan sponsors design, implement, and administer retirement plans by providing comprehensive fiduciary advisory services.
Scott is an Accredited Investment Fiduciary (AIF™) and specializes in providing fiduciary advisory services to business owners and plan sponsors, helping simplify the administration and complexity of employer sponsored retirement plans. He has extensive experience with fiduciary oversight, investment monitoring, participant education, and implementing plan best practices.
Scott received his undergraduate degree from the University of California, Davis, and received his Master of Science in Financial Services (MSFS) degree from the Irwin Graduate School of The American College