A recent graduate of Colorado State University, Scott majored in Business Administration with an emphasis in Finance. Scott joined the team as a Wealth Management Planner in June of 2021. He specializes in portfolio management and works closely with the Senior Wealth Management team, accompanying them in all aspects of client management. Scott has completed his Series 65 program and will now work to become a Certified Financial Planner (CFP).
Scott is committed to providing an exceptional level of service that compliments Wambolt & Associates unique client experience. Bringing peace of mind and education to clients is what intrigued Scott to pursue a career as a financial planner. He has been tuned into the financial markets ever since he can remember, buying his first share of stock in the 7th grade!
As a Wealth Management Planner, Scott is responsible for client service, trading, investment research, and analytics. Additionally, he strives to foster relationships with current clients and build new relationships with prospective clients by designing and implementing custom wealth management strategies and solutions.
Scott played football at Colorado State University. He was an offensive lineman who spent most of his time playing Center. During his free time, Scott loves to ski, play golf, hangout with friends and family, and workout.
Series 65 Securities License
Colorado State University – Bachelor of Business Administration