CFP®, CLU®, ChFC®, MBA
Financial Advisor / Member Owner
Working with intelligent, interesting, and kind people is an absolute joy. Helping them develop important personal and financial goals is a privilege. Being there to see goals met is an honor and responsibility I would not trade for anything.
Scott is a financial advisor in Savant’s Middleton, WI office on the University Wealth Management team. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Financial Consultant® (ChFC®), Scott is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding. In addition, he is a Chartered Life Underwriter® (CLU®).
Scott has been involved in the financial services industry since 2004.
Scott serves on the board of The Friends of the Waisman Center, a group that seeks to enhance and supplement many types of activities at the Waisman Center that otherwise would not be possible. Most of these activities directly benefit children with developmental disabilities and their families. Scott and his wife Carrie met with experts at the Waisman Center shortly after their daughter Raegan’s birth and diagnosis of PKU, a rare metabolic disorder that prevents her from properly metabolizing phenylalanine, a common amino acid that exists in most proteins.
He earned a bachelor of arts degree in business economics from Wisconsin Lutheran College and a master of business administration (MBA) degree from the University of Wisconsin-Oshkosh.
Scott and Carrie have a son Payton and daughter Raegan. They love to camp in the summer and keep busy the rest of the year with the kids’ sports activities, including basketball, soccer, baseball, football, softball, and horseback riding. The kids also enjoy piano and guitar lessons, and Scott is trying to pass along his percussion skills to them. Born and raised on a Wisconsin farm, they are all avid fans of the Packers, Badgers, Brewers, and Bucks.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.