Professional Experience
Scott has 16 years experience tailoring financial plans for professionals. He began his career with Terrell & Associates and then joined the Guardian in 1998. Throughout his career Scott has been recognized as a Million Dollar Round Table member. He has qualified for Leaders Club 14 times, and been awarded the Presidents Citation Award 11 times. He was also selected as member of the Next Generation Masters study group which is the top study group of its kind in the country. Scott has been requested to be part of numerous mediations due to his knowledge in structured settlements. He has also been a vital part of the creation of several medical practices. Scott is a disability income specialist, and has attended numerous estate and business planning conferences. Wealth Design Group represents over 1000 medical doctors and over 150 professional athletes.
Education
BS in Finance from McNeese State University with a concentration in portfolio management and taxation.
Memberships & Affiliations
Member of NAIFA, 15 years
Past President of SWAIFA
MeNeese Alumni Association Board of Directors 7 years
Board of Directors McNeese Athletic Foundation
Chair of Field Turf Committee
Co Chair Field House Committee
Coach in Little League Baseball 12 years
Member of Presidents Inner Circle McNeese State University
Personal
Scott is married to Courtney and they have 5 children. In his free time Scott enjoys coaching his boys baseball and football teams. He also enjoys traveling with his family in their motor home attending football games, vacationing to various locations and attending mission trips.
Other
Registered Representative Investment Advisor with Park Avenue Securities LLC (PAS). OSJ: 3040 Post Oak Blvd, Ste 1150, Houston, Texas, 77056, 281-220-2700. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Rethink Wealth is not an affiliate or subsidiary of PAS or Guardian. CA Insurance license # 0H13699