Associate Advisor, CFP®
Scott is originally from Eastern Washington and joined the Merriman team in 2018. He is a CERTIFIED FINANCIAL PLANNER™ professional and received his Bachelor of Science from Brigham Young University-Idaho, where he majored in business management with an emphasis in finance.
At Merriman, Scott helps our advisory team with the financial planning process by performing portfolio analyses and maintaining investment plans. He plays an integral role in supporting the advisory team, to help ensure our clients are taken care of.
Prior to joining Merriman, Scott worked as a tax advisor at H&R Block. Here, Scott learned the importance of tax planning as part of an overall financial planning strategy and found his passion working with clients based on the relationships he was able to develop. He enjoys helping people find solutions to their difficult problems and guiding them on the path toward achieving their goals.
When not at work, Scott enjoys all the Pacific Northwest has to offer. He enjoys baseball, reading, and most importantly, spending time with his wife, Rae, and their two young children, Claire and Thomas.
Americans are rethinking what they value and how they want to spend their precious moments. If you are preparing to retire, these tips will help you make the most from downsizing.
Through my own experience as a tech employee and my experiences now as an advisor working with tech professionals, I’ve identified some of the biggest financial planning mistakes that can hold the tech community back from achieving financial independence and success.
If you find yourself in any of these situations, you should consider hiring a financial advisor.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.