Our Qualifications

Todd Scott, Investment Adviser Representative

I am a 1999 graduate of Northern Michigan University with a bachelor's degree in finance. After school, I went to work in the financial services industry where I have dedicated my entire career to researching, educating myself, and servicing my clients.  2014 Graduate of the College for Financial Planning where I achieved the Chartered Retirement Planning Counselor designation.  I am confident that I have the skills, knowledge and tools needed to help my clients make sound financial decisions.

One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap working toward a more confident financial future. Wholly dedicated to developing lasting relationships with my clients,  I will help you analyze your financial situation, determine suitable investments, and recommend insurance products that will fit your personalized situation.

I'm looking forward to using my experience and education to help you analyze your current financial situation and insurance needs. 

Contact me today so we can get started on working toward a more confident financial future!