As a Certified Financial Planner™ practitioner, Scott holds the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
His areas of expertise include financial planning, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. He adheres to the CFP® Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.
Scott is also a Chartered Financial Consultant, with in-depth knowledge of both personal financial planning and insurance.
Before establishing Paramount Associates and partnering with Raymond James, he was a Financial Advisor at Waddell & Reed; a Financial Advisor and Retirement Planning Specialist at Morgan Stanley, and a Vice President and Financial Consultant at Charles Schwab. He earned a bachelor’s degree in finance from the University of Wisconsin-Milwaukee.
Financial education is an important priority of Scott’s. He teaches at pro bono financial planning events for the Colorado Financial Planning Association. He is a teacher at Kaplan Financial Education, helping other financial advisors pursuing the CFP® designation. He has also served as a volunteer with Denver Urban Scholars.
Originally from Milwaukee, Scott lives in Aurora, Colorado, with his wife, Emily, and stepchildren, Tyson and Jessimine. In his free time, Scott enjoys concerts and reading, as well as activities such as swimming, running, hiking, snowboarding, working out and playing basketball.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.