Scott has been with Northwestern Mutual since 1995. His extensive experience and education enable him to provide his clients the ability to successfully and comprehensively plan, build and achieve financial security. Scott has helped hundreds of clients achieve their financial security goals. Working primarily with business owners, Scott has successfully helped hundreds of clients that frequently fall victim to piecemeal planning enjoy the efficiencies that come with coordinating their business and personal financial lives. Estate and business succession planning, as well as executive benefit plans and wealth management are among Scott’s areas of expertise.
The most common barrier to clients living their most fulfilling lives is a misunderstanding of their financial capacity. Scott has dedicated his career to helping clients achieve clarity regarding financial security. Complex financial topics can be overwhelming and confusing, and Scott helps in making it simple and easy to understand to achieve the ultimate peace of mind that comes with grasping how their plan will work.
Scott graduated from U.C. Berkeley and completed two years at McGeorge School of Law (University of the Pacific) in Sacramento. He holds Series 6, 7, 63 and 65 licenses as well as a Chartered Life Underwriter (CLU) and Certified Long-Term Care Specialist (CLTC) designations.
Scott has enjoyed being married to Dina for 30 years. They have two children and live in Acampo on the Mokelumne River surrounded by the beautiful vineyards of the Lodi appellation. They enjoy travel, live entertainment, food/wine and outdoor activities. Family unity and faith are most important, and they take pride in both.