Expertise

Portfolio manager working primarily with private clients and a member of the Wealth Planning Group and the Asset Allocation Committee

Experience

Joined FCI in 2015 after serving five years as a vice president and senior portfolio manager at U.S. Bank-Private Client Reserve where he provided solutions to individuals and families to help meet their financial goals

Scott began his financial services career in 2002 and has additional experience in fund accounting as well performance and risk analysis working at State Street Bank & Trust and Waddell and Reed Investments

Education

BSBA, Missouri Western State University

MBA, Northwest Missouri State University

MS in Accounting, University of Missouri-Kansas City

CERTIFIED FINANCIAL PLANNER® (CFP®) certification

Professional / Civic Affiliations

Snow Ball Patron Committee for Catholic Charities, Past Member

Young Professionals Alliance with the University of Kansas Hospital, Past Member