Scott has been a Certified Financial Planner® since 2004 and a Certified Public Accountant since 2003. He has been providing personal financial services to individuals since 1999 in Silicon Valley and throughout northern California. He has a Bachelor of Science in Accountancy and a Masters in Accountancy and Information Systems from Brigham Young University in Provo, Utah. Scott has served as President and Treasurer of the Financial Planning Association of Northern California. He is also Treasurer of the Rotary Club of El Dorado Hills and is active in many other family, church and community activities. He enjoys music, along with his wife and daughter, and can be found building LEGOs with his three sons.
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That’s where our firm comes in. Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs. Our goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families. As a member of the El Dorado Hills community and Northern California region for many years, we take pride in knowing that we have helped many people pursue the type of financial future they dreamed about.
The information in this profile is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.