Profile
Scott has more than 17 years of experience in Financial Services; however, his interest goes back to 6th Grade, when his class participated in a stock market challenge in which his class was tasked with investing pretend dollars in a company. After this experience, Scott knew he wanted to spend his life helping others with their money and investments. Prior to joining KerberRose in 2019, Scott spent 13 years as a Retirement Plan Advisor helping Wisconsin’s public employees save for their retirement. His goal is to help clients realize their money and investments are simply a tool to help achieve their goals and the lifestyle they desire. Scott specializes in tax-efficient retirement and distribution planning for individual wealth management clients.
Notable Industry & Community Involvement:
- Holds a Series 65 License along with Wisconsin Life, Variable Life, and Variable Annuities licenses
- Fox Valley Estate Planning Council member
- Appleton Education Foundation Board of Directors
- Riverview Lutheran School Board member