Scott is co-owner of Vineyard Financial Group, specializing in Wealth Management and Comprehensive Financial Planning Services. He is an Independent and Fiduciary Investment Advisor with over 20 years of experience in the Financial Services industry.
Scott enjoys working collaboratively with your financial team of experts to achieve your personal and business goals and dreams. He proactively works with you, your CPA, and your Estate Attorney to ensure an appropriate plan of action and implementation. Along the journey, he pays close attention to your joys, fears, hopes, and uncertainties. He then works closely with your financial team to assure ongoing success.
As an Investment Fiduciary, Scott ensures that your best interests are understood and always placed first. As an Independent Financial Planner, Scott provides best-in-class services and products. He is never incentivized to sell one product over another. All clients are treated fairly and equitably.
Scott graduated cum laude from the University of Colorado with a bachelor’s degree in psychology and completed selective graduate courses pertinent to his early career growth. He currently holds the following financial designations and certificate:
ChFC®, Advanced Financial Planning
AWMA®, Wealth Management Advisor
CLU®, Insurance Specialty
BFA™, Behavioral Financial Advisor
Scott currently completes a minimum of 30 hours of Continuing Education every two years to maintain the above designations and certificate. This ensures that his expert knowledge is always current with the constantly changing financial environment.
Scott is affiliated with one of the most respected broker-dealers in the industry, Cambridge Investment Research, Inc. Cambridge is independent and internally controlled with over 38001 independent registered representatives and manages $144 billion1 assets under management. Headquartered in Fairfield, Iowa, for over 40 years, they exhibit courteous Midwestern culture through a home office staff of more than 9001. Cambridge is a 13-year Broker-Dealer of the Year award recipient.2
Scott and his team of experts look forward to providing the knowledge and expertise necessary to maximize your financial success.
1As of 12/31/2022
2Investment Advisor magazine, 2007, 2008, 2010, 2012 - 2020