As Executive Vice President, Scott brings over 30 years’ experience in financial and investment services to Capstone where he directs Intermediary sales and key account relationships. Prior to joining Capstone, Scott served as first Vice President of Smith Barney for 16 years in Oregon and Northern California, and 11 years as Executive Vice President of AG Financial Trust and Investment Services in Springfield, Mo. Scott was instrumental in the creation of AG Financial Wealth Management Solutions, LLC and the Steward family of faith-based mutual funds. He served as Chief Investment Officer and member of the AG Financial Investment Committee from 1998 to 2008. He holds his Series 7, 63, 65, 66, and 24 securities licenses.
Raised in the Northwest and a proud third generation Oregon Duck, Scott and his wife Nancy reside in Houston, TX. They have two married children and six grandchildren.