Our Team

Hi, I’m Scott. I currently live in Colorado Springs. I am a proud Husband and Father to two children, passionate basketball coach, and financial planner committed to helping people harness a healthy money-mindset and grow their wealth. Whether on the court, or in the office, I love to coach. Coaching has given me a strong team mindset which in turn leads to a winning strategy. I readily apply coaching principles to financial planning -- they fit together so well! It’s my view that only by working together can we achieve the goals you have set out for yourself.

My goal is to guide you towards leading the life you want while also enjoying peace of mind along the way. Through financial coaching that keeps you on track towards your goals and through investment strategies aimed at protecting what you have already accumulated, we will achieve what you set out to do together. 

I have an MBA in Finance and Accounting and a MS in information technology and have worked in the financial services industry for over 25 years. Our Mission is to Enjoy the Process-Get Better-Help others Become Better People.