"Our people make us great."
Scott serves as the Vice President of Wealth Strategies and has been an investment advisor with Phillips & Company since 1995. He provides investment advisory and broker-dealer services for his clients through portfolio analysis, determination of risk tolerances, and implementation of portfolio construction strategies. His services include managed money solutions, retirement and college planning needs and individual stock and fixed income selection.
In addition, Scott is a corporate officer and sits on the Leadership Board Committee at Phillips & Company. He is involved in all aspects of building the firm’s investment advisory services through developing practices that coincide with the organization’s vision, mission, and values.
Scott graduated from Linfield College in McMinnville, Oregon with a Bachelor of Science degree in Finance.
Scott holds FINRA™ licenses (Series 7, 63, and 65) registered for Phillips & Company. He also has his Oregon State Life and Health Insurance License.