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Personal Financial Planning
Scott is a Certified Financial Planner® with deep roots in the San Antonio community, dedicated to guiding clients through their financial journeys with expertise in income tax planning, retirement planning, investment management, and estate planning. He earned a Bachelor of Science in Finance from Brigham Young University – Idaho and is completing a master’s degree in Personal Financial Planning from Kansas State University. Passionate about empowering clients to achieve their goals with confidence, Scott also finds fulfillment mentoring youth in his church, spending quality time with his wife and two young boys and pursuing his love of music and sports through piano, guitar, tennis, and basketball.
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