Client Service Specialist
Scott has worked with retirement plans and in financial planning for over 20 years and has a proven commitment to helping clients move closer to their financial goals. He enjoys building rapport and establishing long-term relationships with clients, and he finds his work greatly rewarding. Prior to joining Mercer Advisors, he worked at Fidelity, Nationwide, Invesco, and Van Kampen Funds. A Houston native, Scott earned a BA in economics from the University of Texas at Austin. He’s completed the certified financial planner course and is working on his CFP® certification. In his free time, Scott enjoys being with family, coaching youth sports, playing tennis, traveling, photography, and reading.