Scott founded Rocky Mountain Strategic Capital in 2020 with a focus on trust, integrity, and honesty. With more than a decade of experience providing comprehensive wealth management and advanced trading strategies, Scott specializes in investment advice and plan development. Previously, he spent 7 years at Charles Schwab where he worked closely with high net worth active traders and managed a sizable amount of advised assets. During this time, he developed in depth financial plans, investment strategies, and employed risk management techniques to help clients in every facet of their financial life. Scott holds his Bachelor of Science in Business and Finance from Colorado State University as well as the CERTIFIED FINANCIAL PLANNER™ mark.
The driving force for Scott is his family and community. He is incredibly proud of his wife, Courtney, and children, Chloe and Casen; they are the motivation for his entrepreneurship. Weekends are filled with friends and family, exploring Colorado, soccer games, and giving back to the community.