Scott began his career with Northwestern Mutual in 1997. With over 26 years of experience, he is passionately involved in helping others create a secure financial future. Scott works with business owners, high-net-worth families, and individuals. Scott has an extensive background in retirement planning and tax-efficient strategies. He holds the Chartered Life Underwriter (CLU®) designation, the Chartered Financial Consultant (ChFC®) designation, a FINRA Series 6, 7, 63 and 66 registrations.
Scott has received numerous awards over the years, qualifying member of Northwestern Mutual Forum for 18 years. This award recognizes representatives with the highest levels of productivity and outstanding merit. In addition to this award, Scott has received other awards and has been recently recognized for 2023 Forbes Top Financial Security Professionals and 2023 Forbes Top Wealth Advisors.
Scott joined the Entrepreneurs' Organization (EO) in 2019, a dynamic network of influential business owners. As a member of the Entrepreneurs' Organization (EO), Scott aligns with a community of entrepreneurs focused on business growth, personal development, and community engagement.
Scott grew up in Chicago, Illinois and earned a Bachelor of Science Degree in Finance, from Illinois State University. He moved to California in 1997 and currently resides in Dana Point, with his wife Katie and their two daughters, Reese, and Elle. Both of his daughters are very involved in sports and actively participate in cheer.
When Scott isn't at his daughters' cheer competitions or watching them perform during San Juan Hills high school football games, he enjoys working out and playing golf at Coto De Caza Country Club. Scott and his family are members of Holy Trinity Catholic Church and give back their time volunteering at local animal shelters.
Forbes Best-in-State Top Financial Security Professionals list (July 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2022. Forbes "Best-in-State Wealth Advisors" list (April 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2022. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.