Scott is passionate about helping clients enter the distribution phase of retirement by reviewing their financial picture and exploring custom strategies designed to support their long-term goals.
Scott earned his Bachelor of Science degree in Business from Northern Illinois University in DeKalb, Illinois, in 1978. Scott also holds a Series 65 securities license and serves as a financial advisor with fiduciary responsibility. He is also a licensed insurance professional. Scott's work as Co-Founder and Principal Wealth Advisor at Tru Financial Strategies gave him the opportunity to make an impact on people’s lives by helping them plan for a successful retirement. “I saw how proper planning can make a difference in the stability of our financial future, and I wanted to help others to do the same.” Scott takes a thorough and client-centered approach to retirement planning. He works with individuals to assess key areas of their financial strategy, such as income sources, Social Security, asset allocation, and tax and estate considerations. By helping clients coordinate these elements, Scott works with them to build plans that reflect their goals and unique circumstances.
Since 1986, Scott has also served as a volunteer board member on the Board of Directors for H.C.L. Foundation, a nonprofit organization with a purpose to educate patients and physicians and to raise funds for research and treatment for Hairy Cell Leukemia. Scott and his wife Kim have been active members in their church community since 1985. In his free time, he enjoys fishing, boating, traveling, and flying. They reside in Elgin, Illinois, and have been blessed with two wonderful daughters, Christy and Bethany, a terrific son-in-law, Nathan, and five beautiful grandchildren.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
