Scott is an experienced relationship manager who enjoys building strong relationships with clients to help them achieve financial success.
His main goal is to help them accumulate, retain and transfer their wealth. Scott works closely with clients to provide a complete wealth assessment, including financial statement analysis, insurance planning, investment planning, retirement planning and estate planning strategies. He also helps coordinate with the appropriate legal resources, tax professionals, investment and trust advisors. Scott then meets with clients regularly to ensure goals are being met and revise plans as necessary.
Scott has worked as a Private Banking Relationship Manager since 2005 and in the banking industry since 1993. He holds a Certified Financial Planner Certification as well. He is both investment and insurance licensed in the state of Washington. He earned his bachelor’s degree in psychology at Washington State University.
Scott resides in Gig Harbor with his wife; they have two children and one grandchild. In his free time, he enjoys spending time with family, boating, golfing, working outside and enjoying life.
