INVESTMENT ADVISOR REPRESENTATIVE
SECURE ESTATE SOLUTIONS PRINCIPAL
Scott practices wealth management and financial planning in Scottsdale, AZ. He is the founder and owner of SES Services, LLC (dba Secure Estate Solutions). Investment advice is offered through Andorra Capital. Insurance is offered through SES Services. Scott formed Secure Estate Solutions in 2006 with the objective of creating a financial planning environment where the “planning” truly comes first, giving investments purpose and maximizing efficiency. This was an interdisciplinary approach which required proficiencies in insurance, tax, lending, and investing. To that end, Scott maintains Arizona state registration/licensing in insurance, investing, and mortgages. He furthered his mission by co-founding Senior Tax Network in 2011, expanding his direct service capabilities into tax planning. Scott attained an MBA from the University of Arizona, Tucson (2010), and BA’s in Entrepreneurship, Marketing, and Managerial Accounting from Pacific Lutheran University in Tacoma, WA (1998). He is an experienced educational speaker, and serves as President of the Phoenix Chapter of the Foundation for Personal Financial Education. Prior to starting his own business, Scott had been a Senior Vice President for the largest mortgage broker/banker in Arizona. Before that, he had established restaurants in various parts of the world for an international restaurant chain. Scott’s educational background and real world professional experience allow him to bring a unique, unbiased perspective to the table, so that he may see the whole picture and help devise plans that are tailored to each client’s specific needs.
SCOTT’S EXPERTISE INCLUDES WEALTH MANAGEMENT, INSURANCE, MORTGAGES, TAX PLANNING, AND SUCCESSION PLANNING.
“An investment in knowledge pays the best interest.”