Scott serves a wide range of clients from young investors and families seeking to begin their long-term financial planning journey, to rising entrepreneurs and business owners, to successful professionals nearing the height of their careers or enjoying the good life they’ve earned. Scott is an Accredited Investment Fiduciary® having attained the AIF® credential in 2016. He holds a Series 7 General Securities license with the Financial Industry Regulatory Authority (FINRA), and is an Investment Advisor Representative (Series 66 Uniform Combined State Law license). He also holds a Texas insurance license. In addition to Texas, Scott is currently registered to do business in California, Wyoming, and Indiana.
Scott joined Upstream Investment Partners in 2014 after 3 years with a large, nation-wide investment firm. Prior to that he has over 25 years working in various finance and treasury roles with Fortune 500 companies and mid-size, high tech firms. His career in financial management began with 10 years at the National Aeronautics and Space Administration (NASA) in Washington, D.C. and Houston. He earned a Master’s Degree in Management from the University of Maryland School of Public Policy, and is also a graduate of the University of Texas at Austin.
Scott and his wife Marsha, are both natives of Austin, Texas and are parents of two daughters. Scott is active in the University of Texas Longhorn Alumni Band (he plays saxophone), and serves on the Board of the Austin Downtown Lions Club. He supports and volunteers with other non-profits ranging from the Girls Scouts of Central Texas, El Buen Samaritano, and the American Red Cross of Central Texas