This long history of cooperation has helped Scott to know how to best put Dave’s investing philosophies into practice to benefit his clients. Scott has always sought to teach clients about their investments, and give them a better understanding of their future going forward (just like Dave says).
Scott’s goal in every meeting is to equip his clients with all the facts about their financial options along with a strategy to help them pursue their goals, allowing each client to make their own educated decision on what to do next. He seeks to be:
A Listener: gathering all the facts, issues, concerns, and needs of everyone’s unique situation
A Strategist: creating a tested investment strategy that is the best for each client’s future
An Educator: teaching clients about their different strategic options, seeking to leave no one in the dark.
He has handled his personal and business finances in lock step with the Ramsey way for years now. Scott has helped many Dave Ramsey listeners and readers invest and has worked to improve their overall financial situation. He is truly a believer in the Ramsey method and demonstrates this in the way he funds his business, handles his personal finances, and advises his clients.