Our Qualifications

Scott has been fee advisor since 1986. The Chartered Financial Consultant designation is ChFC and is administered by The American College.  Ten exams with 1500 questions and considered the standard in baseline financial planning. The American College also does CFP, CAP, RICP, CLU and others. 

Ongoing study groups, industry calls, compliance and quarterly meeting with peers for practice management and investment strategist meetings are part of the process here at Stewardship Matters.

Scott holds Chartered Financial Consultant, Chartered Advisor in Philanthropy, Retirement Income Certified Professional, and Certified Kingdom Advisor designations and is active in ongoing studies including the local chapter of Charitable Gift Planners.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. Ask us about "old school" notebook when we talk.

We’re looking forward to using our expertise to help you pursue your financial goals.

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