Scott serves as an Investment Advisor Representative in the West Michigan area. He is responsible for assessing clients' current financial situation, discussing and developing a plan focused on their future goals, developing a customized portfolio based on their unique investment objectives, continually tracking the investments and communicating regularly with clients to update the plan.
Scott is a people person who is very passionate about helping others. He finds it very empowering to help someone make educated decisions about their financial future. Scott has a unique way of educating his clients. He strives to simplify complicated concepts like investments, retirement, and pensions, by drawing pictures and using common terminology. Many of his clients have switched from another adviser because of his ability to talk to them, rather than at them.
Scott worked in the golf industry before he switched over to the financial world. "I enjoyed the golf business tremendously," he states. "Planning and organizing leagues and outings, creating an enjoyable experience for 200 people every day, managing your staff to be on the same page - it provided many of the building blocks for my practice today." As a husband and father, Scott knows the importance of having financial stability and works hard to help his clients plan for a successful retirement, no matter what their financial situation may be.
When Scott is not at work, you will find him with his family at the ballpark watching baseball. He is also a die-hard Detroit Lions fan. Scott is active in the American Legion, and an honorary life member of the Sons of the American Legion #258. In addition, Scott enjoys spending time on the lake and golfing.
Check the background of this investment professional on FINRA's BrokerCheck.