Scott has 12 years of experience in the financial services industry. He received his bachelor’s degree from Long Beach State University and obtained his MBA from Pepperdine University. Before coming to The Retirement Planners, Scott worked on the other side of the financial services industry as an investment/insurance company representative servicing financial professionals. He is securities licensed as an Investment Company Products/Variable Contracts Representative, Corporate Securities Limited Representative, General Securities Representative, and a Uniform Securities Agent.
Scott is a registered representative and primarily focuses on servicing all annuity/insurance related client accounts. He is currently in training to become a senior advisor for The Retirement Planners. He, along with John and Esmeralda, meet with prospective and current clients.
Scott is originally from Visalia, California. He and his wife, Brittany, moved from Mississippi to the Pace area in July of 2017, with their son Luke. Scott enjoys helping clients with their financial and/or retirement goals. In his free time he enjoys taking his dog for a walk, spending time with his son, Luke, hiking, and being outdoors.