As an Investment Advisor Representative and a Certified Financial Planner (CFP®) Scott believes in a comprehensive approach to wealth management. Scott provides long-term financial planning for his clients and assists clients with their day to day needs associated with the wealth management process.
Prior to joining ML&R Wealth Management in 2012, Scott was a web developer and researcher for the Texas Legislative Reference Library in the State Capitol. While working there Scott completed the University of Texas Certified Financial Planning program and earned his Series 65 License.
- Wealth Management
- Investment Management
- Retirement Planning
- Education Planning
University of Texas at Austin
Certified Financial Planning Certificate Program
Masters in Library and Information Science
Bachelor of Science in Sociology
Current: Austin Soccer Foundation, Board Member/Treasurer; Meals-on-Wheels, Volunteer
Past: Austin Town Lake Animal Center, Volunteer
- CERTIFIED FINANCIAL PLANNER ™
