Senior Vice-President / Wealth Advisor, Baird
Scott provides comprehensive investment planning. He works with his clients to achieve their financial needs, goals and aspirations
For over a quarter of a century, Scott has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Scott has dedicated his career to delivering the personalized investment planning services his clients deserve.
Scott takes a goal focused approach to financial planning. Working hard is a means to an end, not the goal itself. Guiding clients toward a “work- optional” lifestyle is the goal. Having a well-designed financial plan is the foundation to reaching that goal.
Scott uses the Envision Planning System to provide a holistic and comprehensive plan. Keeping the financial plan up to date and monitoring progress is the key to financial success. Scott is dedicated to clients achieving their goals.
Scott began his career as a financial advisor with Hilliard Lyons in 1992 joining his father’s practice. His father, Bob, has been a financial advisor since 1968. In addition to all required financial licenses, Scott holds the Charter Wealth Advisor designation. This designation is given to advisors that pass a rigorous course on assisting clients with comprehensive wealth management.
Scott’s foundation for his career stared with earning a Bachelor of Science Degree in Finance and Investments from the Kelley School of Business at Indiana University. He started his professional career at National Cash Register Corporation (NCR) specializing in financial systems marketing.
Scott spends his free-time walking, exercising, reading and listening to podcasts. He loves to travel. Traveling to visit one of his three children is always on his agenda. He enjoys volunteering for various charitable organizations. When the weather is nice, you will find Scott driving his classic convertible car.