Scott is known for high level of expertise in the following areas: - Exempt market investing - Small to medium business planning, group benefits, succession- tax-estate planning. - High net worth portfolio building - Tax minimization and deferral solutions - Family retirement planning and risk management
As a dealer representative, Scott maximizes client wealth & minimizes their tax. As a branch administrator, he educates and mentors dealing representatives about the exempt market compliance and products.
Clients enjoy working with Scott because he simplifies complex issues so clients can make decisions based on what's best for their situation. Simply put, clients trust him.
A typical day for Scott involves replying to clients questions, servicing needs, studying the stock market, and planning for client meetings.
Scott is a carpenter and scientist, he has the ability to create a blueprint/experiment, determine the required supplies, stay within budget and construct the building/prove the hypothesis. He translates these skills when creating clients financial plans. It requires the ability to start with a plan and seeing this to the endpoint (retirement and risk management). He approaches everything with a high degree of common sense and analytical assessment; this drastically reduces the chance of any 'hiccups' along the way.
When off duty, Scott spends time with his wife and twin boys. He enjoys, hockey, golf and maintaining their acreage. His dream vacation is an African safari. Scott was a cancer & gastroenterologist research scientist for seven years prior to joining Pinnacle.