About Scott

Scott has over 30 years of experience in the financial world. 15 of those years were spent training other financial advisors on how best to serve their clients and teaching financial concepts.

His specialty is preserving and managing wealth so that their clients may have financial independence. Scott does this by guiding them step by step in allocating their wealth in efficient vehicles so that they can have confidence that their wealth is preserved, managed and liquid, meaning they still have access to it.

Scott and Sayra moved from Idaho and Utah to Eugene in 2019. They enjoy traveling, hiking, and getting couples massages. In 2022,  they were going to get scuba certified. Scott was a little nervous about it, so he didn't continue, but they are both excited to explore life under the sea. 

They have 2 daughters from Sayra's first marriage. Both ladies are in college learning how to adult. It's eye-opening doing financial planning with their own daughters while teaching them the basics of budgeting, paying bills, and investing.

They have recently bought a townhome with one of the daughters where she is learning how to landlord and manage that investment as she lives and rents the other rooms. Both girls are doing great in school so far.