CFP®, ChFC®, CLU®, RICP®
Senior Wealth Advisor
As a senior wealth advisor, Scott brings a personal, in-depth and detailed approach to serving his clients. He values the exciting team approach at Basepoint Wealth where we help each other and work to become better everyday. He sees this as a big value-add to the client experience.
Growing up in Washington, IA, Scott saw how his mother was able to stretch their money to pay for his father’s leukemia treatments and healthcare while also providing for her four children. This inspired him to find ways to help others with their finances. What is most fulfilling to Scott is building lasting relationships with clients and sharing in the feeling of achieving their financial goals.
Scott is a University of Iowa graduate and a huge fan of Iowa Athletics. He looks forward to attending games and events in Iowa City. Alongside his wife Meghan, they enjoy and manage a busy family life with their three young children.
Outside of work, Scott enjoys coaching youth sports, hiking, watching his favorite sports teams and spending quality time with his family.
Scott serves as the President of the Eastern Iowa Chapter of the Society of Financial Service Professionals.
AREAS OF EXPERTISE:
Comprehensive Financial Planning, Tax Efficiency Planning, Medical Industry Retirement Plans, Investment Management
EDUCATION & CREDENTIALS:
University of Iowa, Bachelor's Degree
Certified Financial Planning Professional® (CFP®), ChFC®, CLU®, RICP®
Cedar Rapids, Iowa