Hey there! ? I'm Scott, Founder & Senior Wealth Advisor at Oread Wealth Partners. I've worked in financial planning & wealth management since 2012, but launched Oread Wealth in 2021 to work primarily with physicians, business owners & near-retirees in helping align their finances with what's important in their lives.
Whether it's tax planning, estate planning, risk management & insurance, cash flow and business equity analysis, or investing, I provide value to clients encompassing a variety of financial planning areas.
Scott received his bachelor’s degree from the University of Kansas, as well as a law degree and MBA from The University of Missouri – Kansas City. Scott is a CERTIFIED FINANCIAL PLANNER ® professional, meaning he acts as a fiduciary for his clients at all times.
In my free time, I love spending time with my wife, two daughters & Mini-Australian Shepherd, Birdie. I'm ab avid outdoorsman & enjoy fishing, hiking, traveling, and rooting for the Kansas Jayhawks!
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