Scott earned a B.A. in Business Administration, majoring in Finance, with a minor in Economics from Seattle University. Scott has served on the board and is past President of the Puget Sound Society Institute of Certified Financial Planning and has been a Certified Financial Planner (CFP®) since 1988. Scott is also an active member of the Financial Planning Association (FPA).
Scott has almost three decades of experience consulting to high net worth individuals, families, trusts, business owners, senior executives and pension trustees. He assists clients in the analysis and development of comprehensive financial plans and has particular expertise in the areas of estate and retirement planning. Scott uses a personalized, client-centered approach to investment consulting as he assists clients in identifying, defining and planning for their financial needs and goals.
Scott directs Sovereign’s asset allocation, investment strategy, portfolio design and implementation. His role also includes client service, business development and corporate management. Additionally, Scott serves on the Capital Markets and Money Manager Review committees.