Designations and Education
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Certified Financial Planner™ (CFP®)
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Chartered Financial Consultant (ChFC®)
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Financial Planning Association of Utah
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Society of Financial Service Professionals
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M.B.A., University of Utah
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B.A., International Relations, Brigham Young University
Career
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Financial planner, DMBA, 2013 to present
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Team manager, Fidelity Investments 1998-2013
Area Managed:
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Retirements
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Operations
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Service and trading
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Sales
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Electronic response
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Investment representative, Fidelity Investments 1995-1998
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Proactive and inbound sales
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Service trading representative
Personal
Scott has always had a passion for the financial Industry and helping people with their personal finances. Outside of work,
he is actively involved with the Boy Scouts of America. He is a member of the Trapper Trails Council Executive Board. He also
enjoys coaching his kids’ soccer teams.
Scott and his wife, Heidi, have five children. He enjoys the outdoors, camping, reading, and spending time with family.