Education Education:

Scott graduated with honors from Eastern Iowa Community College in 1997 with an AA in Marketing.  He went on to earn his BA in Accounting with a minor in Ethics from the University of Northern Iowa.  Scott also attended York College of Pennsylvania, where he studied Public Administration.  
 

Experience Experience: 

Scott started his financial services career in 1990 with a firm in Delaware that specialized in health insurance solutions.  Scott is a CERTIFIED FINANCIAL PLANNER™ Professional and was one of the first to be Certified in Long Term Care in the state.  Scott has been published by several industry periodicals and was a contributing editor for "The Advisor's Guide to Long Term Care" published by the American Bar Association.
 

Credentials Credentials:

  • CERTIFIED FINANCIAL PLANNER™ Professional 
  • Series 6 Investment Company Products/Variable Contracts Representative
  • Series 7 General Securities Representative
  • Series 66 Uniform Combined State Law
  • Series 63 Uniform Securities Agent State Law
  • Life and Health Insurance License
  • Series 6,7,63, and 66 securities registrations held through LPL Financial

Personal information  Personal Life:

Scott and his wife Melanie live on an acreage near Cedar Falls with their son Carson. 

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