Bringing over 16 years of experience in the insurance and investment industry, Scott truly displays the “heart of a teacher” mentality as he educates his clients to navigate the journey to debt freedom and financial independence.
Scott learned early on about discipline, hard work and dependability growing up helping his dad run the family service station in small town southern Iowa. As his dad’s health deteriorated, he assumed an accelerated education in business management and financial obligations. He also learned the value of sacrifice as it pertained to delaying or foregoing some luxuries today in order to better position yourself for tomorrow. These are the principles he uses today to build strong relationships with his clients.
Scott earned his BA in Marketing and Finance at the University of Northern Iowa. He was fortunate enough to join an insurance and investment organization right out of college that laid the groundwork of his professional education in this field.
It was when his church offered Financial Peace University that he embraced the simple and practical steps that guide people to get debt free and build financial security with purpose and process. Scott utilizes prudent investment strategies based on solid financial principles to help his client’s reach their objectives.
Scott holds the FINRA SIE, Series 6, 63, as well as the Life, Accident & Health Insurance licenses. He currently resides in Cedar Rapids with his wife Jodi as “newer empty nesters”. Scott knows first-hand the impact of having the Emergency Reserve built up, the power behind the Debt Snowball, and the peace that comes with developing and implementing sound financial principles.
Scott’s passion is to come along side and educate clients so they are well equipped and confident as they work toward their financial goals.