Financial Advisor

Scott's Bio

Scott helps clients successfully implement their retirement plans and enjoys watching them reach their goals as the years go by. He specializes in income planning and helping his clients implement strategies that can be tweaked to help them meet their objectives.

Prior to joining Strategic Wealth Designers in 2022, Scott had a career as a corporate accountant. After seeing the impact his mother, Phillis, a lead advisor with Strategic Wealth Designers, had through her own practice, Scott decided to join the team so he, too, could have an impact on other people’s lives.

Scott holds a Bachelor of Arts in business economics with an emphasis in accounting from the University of California, Santa Barbara. He passed the Series 65 securities exam and holds life and health insurance licenses.

Scott and his wife, Alexandria, live in Surprise, Arizona, with their son, Blake, and dog, Maddie. In his free time, Scott enjoys sports, investing and hiking.