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, and 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 2023, Scott was named to the 
Barron’s Top 1200 Advisors and in 2020, he was named the Forbes Best-In-State Wealth Advisors.* He achieved similar recognition in 2019, being named to The Financial Times 400 Top Advisors. Scott is a longtime philanthropist, deacon in his church and an avid cyclist. He and his wife of more than 30 years, Julie, have three grown daughters and three grandchildren: 2 granddaughters and 1 grandson.
Disclosures for Third Party Ratings
Top 1200 Financial Advisors: Barron’s (2023)
The rankings are based on data provided by 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. The fee paid to
participate in this rating was to cover promotional items and use of the Barron’s
banner, etc. *Compensation paid for use of Barron’s ranking logos.
https://www.barrons.com/advisor/report/top-financial-advisors/1000/2023?page=1&
Financial Times 400 Top Advisor: Financial Times (2019)
Ignites Research, uses 6 factors to grade advisors: Assets under management, AUM
growth rate, Years of experience, Compliance record, Industry certifications, and
Online accessibility. No compensation was paid by any individuals or the firm for
participation in this rating.
https://www.ft.com/content/ddb3b6e0-78bd-11ea-9840-1b8019d9a987
Top 1200 Financial Advisors: Barron’s (2009-2014, 2016-2020, 2022-2023)
The rankings are based on data provided by 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. The fee paid to participate in this rating was to cover promotional items and use of the Barron’s banner, etc.
https://www.barrons.com/advisor/report/top-financial-advisors/1000/2023?page=1&
Top 1000 Financial Advisors: Barron’s (2012-2013)
The rankings are based on data provided by over 4,000 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