Scott is a Financial Advisor with nine years of experience currently serving the Cedarburg, Thiensville, and Port Washington markets. Whether his clients are looking to grow their personal wealth or protect it, Scott helps develop customized financial plans that are tailored to each of their specific needs.
Prior to joining the BMO Investment Services team, Scott worked as a Financial Consultant and Vice President at Charles Schwab & Co., Inc.. He earned a Bachelor of Science degree in Finance & Business Economics from Marquette University. Scott is an ACCREDITED ASSET MANAGEMENT SPECIALIST® and has his series 7 and 66, held through LPL Financial along with his life, health, and annuity insurance licenses.
Scott lives in Cedarburg with his wife and three children. In his spare time he enjoys playing tennis and running.
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management