As the Managing Principal of True Wealth Strategies, Scott shares the responsibility of leading the organization with Mark Pietsch. Scott has achieved many industry accolades including qualifying for Guardian Life Insurance Company's Leaders Club over 30 times and qualifying for the General Agent's & Managers Association's (GAMA) highest International Management Award (IMA) 15 times. Scott has been a qualifier numerous times of the Million Dollar Round Table (MDRT), Court of the Table and the prestigious MDRT Top of the Table.
Outside of managing the firm, Scott is very active in the financial services industry. He previously held numerous roles on the executive board for NAIFA, the National Association of Insurance and Financial Advisors - Chicago Region, including Treasurer, Vice President, President, and then National Committeeman. In 2014 Scott was honored as the recipient of the NAIFA Leadership in Life Award based on dedicated service. Scott is a current member of the insurance industry associations Finseca (formerly AALU), NAIFA, and the Greater North Shore Estate & Financial Planning Council. Scott has been an advocate to Guardian Life Insurance Company serving on numerous committees. Currently, Scott serves on Guardian's Product Development Committee, Underwriting & Policy Service Committee, Field Technology Committee, Life Brokerage Committee, and in the past served on Guardian's Field Advisory Board with senior management. Numerous trade journals have published Scott's work including National Underwriter, Advisor Today, Life Association News, and Health Insurance Underwriter. He has been quoted in such publications as Crains Chicago, Bloomberg Wealth Manager and The Chicago Tribune. Scott has also testified before the state of Illinois Pension Committee.
Scott lives in the Chicago suburbs with his wife Noelle. They have four children, and he enjoys spending time with his family. His hobbies include skiing, guitar, boating, and golf. He is on the board of trustees for Canal Shores, a non-profit golf facility for under privileged kids. Scott is a member of the Chicago Commonwealth Club (a networking group) and is an active member of Springboard, a charity organization that benefits inner-city youth organizations where he previously served as President.
National Association of Insurance and Financial Advisors is endorsed by but not affiliated with Guardian or its subsidiaries. Members must pay an annual fee. This association is unaffiliated with my Financial business.
Million Dollar Round Table is endorsed by but not affiliated with Guardian or its subsidiaries. Applicants must annually qualify for membership based on productivity and pay an annual fee. Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 377 E. Butterfield Rd, #260 Lombard, Il 60148, 312-837-0020. Securities products and advisory services offered through PAS, member FINRA, SIPC. General Agent of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. True Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #0M24753. 8679284.1 Exp 2/27