Growing with clients through financial successes and failures, there to guide them through either.
Scott became a financial advisor to do work that matters. He is motivated to make an impact on the futures of individuals, families, or businesses by critically thinking through problems to find a viable solution.
As an advisor, Scott provides holistic financial solutions for professionals of all ages and walks of life. With a comprehensive strategy built to help you reach your goals and a trustworthy advisor by your side, you can begin to find a sense of security and hope in your financial life.
However, this mission is only possible with a client-financial professional relationship is built on trust. Scott believes clients must feel comfortable and taken care of by their financial professional. With that relational foundation, the client can feel comfortable honestly and openly talking through issues to reach a solution and work toward their financial goals.
Scott is a native Texan. He grew up in southwest Houston and graduated from the University of Houston with a degree in finance with a personal financial planning focus. Today, he lives in Sienna Plantation in Missouri City, where he enjoys reading novels, watching classic movies, and spending time with his family and two dogs.
- Series 7 and 66
- Life and Health License
Comprehensive fee-based financial planning
Comprehensive planning brings your whole financial picture together to give you a forward vision for efficiently reaching your goals.
Your financial plan will include all areas of your financial life, including risk management, debt management, retirement strategies, and wealth accumulation.
Life and disability insurance
With your success resting on your income and health, effective risk management is a crucial foundation to any financial plan. Scott will review your current risks and policies and optimize to fill gaps as needed. helping protect your income and assets from the unexpected.
Learn when debt is a tool and when it’s a liability for your future financial success. With Scott, you can establish strategies for efficiently managing and paying off debt without sacrificing your other financial goals.
Wealth management and investments
As an investor, you want your assets to work for you in pursuing your financial goals. Scott can help you navigate the noise and make informed investment strategies that support your overall financial health and get you closer to reaching your long-term goals.
Whatever your hopes for retirement, a financial strategy can help. Scott can help you diversify your portfolio and reallocate your assets up to and through your retirement years, giving you a sense of financial security while you pursue what matters most.
Neither asset allocation nor diversification guarantee against loss. They are methods used to manage risk.
Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic # 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. CA Insurance License #4033106.
Financial Strategies for Residents and Fellows
Join us for a Private Educational Discussion on Financial Strategies for Residents and Fellows. The North Star - Houston team works with hundreds of training physicians and speak at multiple teaching hospitals across the country.