Scott has over 20 years of investment experience. He works closely with the investment and family office teams, primarily focusing on the needs of taxable, multi-generational families of wealth, their trusts and foundations.

Prior to joining OIS, Scott served as a Managing Director at Oxford Financial Group, LTD., where he assisted high net worth families with all aspects of their financial lives. His previous experience includes nine years as a Managing Director with Whitebox Advisors, a globally focused asset manager and Royal Bank of Canada’s (RBC) investment banking division. Over the course of his career, Scott has worked with a diverse client base comprised of consultants, institutions, family offices and ultra-high net worth individuals throughout North America and Europe.

Scott received his BA in Economics and an MBA in Finance from the University of Wisconsin-Madison.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP^® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP^® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.