Scott has focused on delivering comprehensive wealth management solutions for his clients since 1990. Scott and his team specialize in working with high net worth individuals on comprehensive financial planning, portfolio management, retirement, estate planning and charitable giving.
Scott has guided clients through many market cycles during his career. He has been a member of Baird’s Presidents & Chairmans Clubs since 1997. He has also been a recipient of Baird’s Legacy award annually since 2012, recognizing his significant contribution to Baird and has been named a Five Star Wealth Manager in Milwaukee Magazine since 2009. Scott has been invested in Baird’s success as a shareholder since 1995.
Scott received his Bachelor of Arts degree from Drake University. Prior to entering the securities industry, he spent six years with the Eastman Kodak Company. Scott is Series 7/63 (NASD) licensed.
Over the years Scott has been involved with Children’s Hospital of Wisconsin, Cystic Fibrosis Foundation and the Boys & Girls Club. In his free time he enjoys skiing, golfing and fishing in the north woods. He and his wife Mary have three children and reside in Mequon.
*The 2023 Five Star Wealth Manager award was issued on 06/01/2023. Rankings based on data as of time period 09/12/2022 through 03/31/2023