Scott is the president of B3 Wealth Strategies and is passionate about the relationship he has with his loyal clients and team. With more than 35 years of experience in the financial services industry, Scott uses his depth of knowledge to serve his clients and further develop their long-term relationships. He specializes in financial planning and investment management and enjoys the constant challenges of working through each client’s unique needs.
Scott graduated with a Bachelors of Business Degree with concentrations in Finance and Marketing, holds his FINRA Series 7 and 63 securities registrations with LPL, and is a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® designation is one of the most regarded in the industry and demonstrates Scott's commitment to furthering his education while holding himself to the highest ethical standards. He uses these qualifications to work with the clients of B3 Wealth Strategies.
Outside of the office, Scott enjoys traveling with his wife, Cathleen, spending time with family, walking the dogs, cooking and playing racquetball. Although if you ask him what he enjoys most, he will tell you that being a grandparent is the best way to spend his free time! He supports various non-profits, which includes Medical Teams International, WIND Guatemala and King County Library System Foundation . Giving back is very important to Scott, which led him to implement an employee directed 1% charitable donation program.
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