Scott is a CERTIFIED FINANCIAL PLANNER® and Accredited Investment Fiduciary® who began his career in financial planning in 1985. He completed the Certified Investment Management Analyst® program through the Wharton School of Finance and later earned his Certified Private Wealth Advisor® through the Investments & Wealth Institute at the University of Chicago Booth School of Business.
The CPWA® designation 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, Scott was named to the Barron’s Top 1500 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: two granddaughters and two grandsons.
Disclosures:
The Barron’s Top 1500 Final Advisor list, an annual ranking of the top advisors by state, is based on data provided by over 7,000 of the nation’s most productive advisors. The factors include assets under management, revenue produced for the firm, regulatory record, quality of practice, philanthropic work and client retention. This ranking is for 2026 with data accumulated from 2025. Firms elect to participate but do not pay to be included in the ranking, but the firm paid a fee for permission to use the logo when marketing the award. The full list and methodology is available at Barrons.com or https://www.barrons.com/advisor/report/top-financial-advisors/1000?page=1.
Forbes Best in State (2025), the rankings are based on data as of April 2025, provided from nominations that meet SHOOK’s thresholds. The factors included are based on a ranking algorithm and weigh factors such as revenue trends, assets under management, compliance records, industry experience and those that portray best practices and approach to working with clients. Neither Forbes nor SHOOK received a fee in exchange for rankings, but the firm paid a fee for permission to use the logo when marketing the award. The methodology and list is available at Forbes.com or https://www.forbes.com/sites/rjshook/2025/04/08/methodology-forbes-americas-top-wealth-advisors-2025/.