Your Team
Who We Are
Most advisors are good at the numbers, but we think that’s simply a prerequisite of the job.
What separates us is decades of experience and our culture of service which starts with…listening.
Getting to know your specific needs and building an open and honest relationship is the cornerstone of our customized recommendations.
And, yes, we’re also very good at the numbers.
Collectively Over a Century’s Worth of Experience
Every member of your Great Scott Financial team has between 12 and 33 years’
experience, with individual specializations including…
- Series 6, 7, 24, 51, 63, 65, and 66 Registrations
- CERTIFIED FINANCIAL PLANNER TM designation
- Equities Trading
- Equities Analysis
- Portfolio Construction and Management
- Risk Management
- College Education Planning
- Retirement and Financial Planning
- Estate and Succession Planning
- Tax Planning
- Insurance
In addition to their experience as your team is in-house 5 days a week,
collaborating in person, every day.
This hands-on approach provides our clients ease of access to the firm’s
senior leadership team.
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MEET YOUR TEAM MEMBERS
We’ve Got Your Back
Our collaborative and passionate people work alongside our clients every step of the way—caring more,
telling it like it is—to anticipate and overcome all the barriers to change.
“We deeply appreciate the trust and confidence our clients place in us, and doing what is in your best interest has always been paramount in my practice.”
–Scott D. Seymour
Kristi Rahn
Senior Investment Analyst
Equity Specialist
Lisa Carlson, CFP®
Wealth Management
Coordinator
Melissa Berry
Wealth Management
Coordinator
Daniel Connelly
Client Relationship
Manager
