As an independent Wealth Advisor for Financial Freedom Partners, Scott works with individuals and families across the Tristate area to address their diverse financial needs. In addition to having his own financial practice, Scott works closely with Scott Sullivan’s team and his clients at FFP. His comprehensive and customized approach to financial planning includes advising his clients on their investments, risk analysis, saving for retirement, estate planning, educational saving and other aspects unique to their circumstances. He also provides strategies to clients’ risk management needs which may include life & long-term care insurance. Helping families strive for and achieve their financial goals is what Scott enjoys most about wealth management along with gaining the trust and respect of the clients he has the privilege to serve. He believes that trust and integrity are two key components of a successful client/advisor relationship.
Scott has been in the Financial Services industry since 2007 prior to joining Financial Freedom Partners in early 2016. His career focus for the past nine years has primarily been spent educating Financial Advisors and clients on various investment and insurance products by providing in depth knowledge in insurance, mutual funds and product research and development. He’s also spent extensive time becoming proficient in key operational areas of a financial wholesale operation while maintaining excellent relationship management skills and customer service to his clients.
Scott earned a Bachelor of Science degree in Finance from Western Kentucky University and has successfully completed the FINRA sponsored Series 6 Securities, Series 65 Investment Advisor, Series 63 Securities Law & Series 26 Principal exams (registrations held with LPL Financial, LLC). He also has an active KY Insurance license and is approved for life, health & variable lines of authority.
In his spare time, Scott enjoys spending quality time with his wife Leah, family & friends, cooking, staying fit and enjoying outdoor activities. Prior to relocating to Owensboro, he served as a council member for the City of Watterson Park in Louisville, KY where he was a key contributor to his community. He was also the head coach for the ‘97 Louisville Soccer Alliance Boys Select soccer team for 7 years and holds an ‘E’ US Soccer coaching license.