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As Principal, Senior Wealth Manager, and Chief Compliance Officer, Scott acts as both architect and steward of the Garde Way. His typical clients include business owners, executives, and multigenerational families dealing with significant complexity. He helps integrate investments, tax and estate planning, and charitable giving strategies, coordinating with CPAs, attorneys, and family members. Scott also leads our nonprofit practice at Garde Capital focusing on managing portfolios for endowments and foundations in the Pacific Northwest.
He was previously a Senior Portfolio Manager at UBS Financial Services, an Equity Analyst at Safeco Asset Management, and a long time ago in a galaxy far, far away…a Boeing Engineer.
Scott enjoys working personally and professionally with nonprofits in the Seattle area, as well as traveling and spending time with his wife and two kids. A Southwest native, he enjoys spending time running, cycling and swimming.