Scott works with business owners and C-level executives providing trusted advice for transitions of small business and lower middle market firms. He excels in representing a variety of industries including manufacturing, information technology, service, medical, and transportation.
Scott’s foray in the finance industry began in 1997. His journey has included experience that ranges from consumer to commercial finance, insurance to investments, and corporate leadership to business owner. During his tenure at institutions such as Wells Fargo, Key Bank, Bank of America Merrill Lynch, and US Bank, Scott has received numerous awards and recognition for performance, service, and leadership.
Scott received his Master of Science in Finance & Economics with highest honors from the Paul & Virginia Engler College of Business at West Texas A&M University. He also received a degree in Finance from the Milgard School of Business at the University of Washington Tacoma.
Additionally, Scott is a state licensed instructor teaching a variety of topics (including finance, current trends, and transition planning) to organizations such as the Commercial Brokers Association (CBA). He holds the designation of Certified Merger & Acquisition Advisor (CM&AA) and has previously held a Series 7, Series 66, and Life and Disability Insurance licenses.