Colorado Office

Scott joined Cross State Financial Group in 2017 after working as an independent advisor for four years.  He began his career in the financial services industry in 1998 in compliance with UBS PaineWebber then worked from 2003 to 2013 as an advisor consultant for Invesco and Oppenheimer Funds.  

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Scott earned his B.S. in Business with an emphasis in Marketing from Castleton State College.  In 2010 Scott earned the professional designation of Chartered Retirement Planning Counselor (CRPC) from the College of Financial Planning. With his tenured experiences in the financial markets, Scott has developed the experience, discipline and prudence to help clients make the right decisions for the long term by partnering with his clients to understand their goals, investment objectives and tolerance for risk as they pursue their desired results.

 

Scott and his wife Bonny live in Littleton, CO and in their free time enjoy the many different outdoor activities that Colorado offers.