Scott is a CERTIFIED FINANCIAL PLANNER® and Accredited Investment Fiduciary® who began his career in financial planning in 1985. He also completed the Certified Investment Management Analyst® program through the Wharton School of Finance. He later became a Certified Private Wealth Advisor® through the Investments & Wealth Institute at the University of Chicago Booth School of Business. CPWA® is an advanced credential for wealth managers who work with high-net-worth families and individuals, focusing on the life cycle of wealth: accumulation, preservation, and distribution. Most recently, in 2025, Scott was named to the 
Barron’s Top 1200 Advisors and Forbes Best-In-State Wealth Advisors. Scott is a longtime philanthropist, a deacon in his church, and an avid cyclist. He and his wife of more than 30 years, Julie, have three grown daughters and four grandchildren: 2 granddaughters and 2 grandsons.
Disclosures for Third-Party Ratings
Top 1200 Financial Advisors: Barron’s (2025)
The rankings are based on data from around 6,000 of the nation’s most productive advisors. Factors included in the rankings:
- Assets under management
- Revenue produced for the firm
- Regulatory record
- Quality of practice
- Philanthropic work
Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Neither Forbes nor SHOOK was paid to receive a fee in exchange for ratings rankings, but the Firm paid a fee for permission to use the logo when marketing the award.
https://www.barrons.com/advisor/report/top-financial-advisors/1000/2023?page=1&
Forbes Best-In-State Wealth Advisors: Forbes (2025)
Developed by SHOOK Research. Is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients.
All advisors that are considered have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK were paid receive a fee in exchange for ratings rankings, but the Firm paid a fee for permission to use the logo when marketing the award.