Investments, Director of Insurance & Risk Management
Scot has been delivering financial advice to others for 35 years. He is a Cum Laude graduate with a Bachelor’s Degree in Finance from the prestigious Kelly School of Business at Indiana University.
He currently is an Executive Vice President, Investments for 9258 Wealth Management, and is the Director of 9258 Insurance and Risk Management.
He has a broad range of experiences within the financial services business. He began his career in banking as a loan officer for a major Cincinnati financial institution. He then served as a financial advisor for a mutual fund company headquartered in Cincinnati.
Scot joined Protective Life Insurance Company, headquartered in Birmingham, Alabama, and worked through the ranks to ultimately serve as Vice President and National Sales Manager. Scot Joined Raymond James and Associates as a financial advisor in Cincinnati in 2006, and became an advisor for the Walt Lunsford Financial Advisory Group of Raymond James and Associates in 2010.
Scot brings a unique set of professional skills to our practice. He solves with ease some of the most complicated cases involving life insurance and annuities, including estate planning and intergenerational wealth transfer.