Professional
Before Scott can speak intelligently about the services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know him.
As a second grader, third-degree burns to Scott's hands taught him early in life that things don´t always happen to "the other guy." Even when Scott was an accountant and then practicing law, he was working on his own personal financial goals.
Now, with the professional designation of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC®), and the Certified Financial Planner™ (CFP®) certification, Scott takes great pride in helping individuals and businesses understand their needs and objectives. Whether it involves investments, insurance or employee benefit packages, Scott and his team can help you achieve your goals.
Education
- University of Texas (Austin): Juris Doctorate in Law
- University of Texas (Austin): Bachelor of Business Administration in Accounting
Awards and Recognition
- National Sales Achievement Award: 2001, 2003-2006
- Million Dollar Round Table Qualifying Member: 2001, 2003-2009
- National Quality Award: 2000-2009
Associations and Memberships
Scott is on the Board of Governors of the Dallas Estate Planning council and holds membership in the national and local chapters of the National Association of Insurance and Financial Advisors. He is a lifetime member of the University of Texas Ex-Students Association. Through his team's efforts with a diversity campaign, Scott is also a member the Dallas Hispanic Bar Association where he has served as a co-chair on the Social and Membership Committee.
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