Wealth 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.
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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.