Scott Alexander, CFP® RICP® CEPA® CFS®
Financial Planner / Partner
Scott is a seasoned professional dedicated to providing personalized financial solutions tailored to each client's unique needs and goals. While working with business owners, individuals and families, he is dedicated to making certain his clients have clarity, direction, and confidence in their financial plans.
Scott brings a wealth of knowledge to every client relationship. He is committed to upholding the highest standards of professionalism and ethical conduct while distilling complex matters to make them easy to understand for his clients. With a client-centric approach at the forefront of Scott’s practice, every recommendation is carefully crafted to align with the client's unique circumstances and aspirations. Whether it's wealth transfer, retirement planning, investment management, estate planning, or risk management, he is committed to empowering clients with the knowledge and resources they need to make informed financial decisions.
Throughout his career, Scott has helped countless individuals, families and businesses navigate complex financial landscapes, guiding them towards achieving their short-term and long-term aspirations. By taking the time to understand each client's financial situation, risk tolerance, and future vision, Scott develops customized strategies designed to optimize wealth accumulation, protection, and distribution.
Scott was born and raised in Topeka, Kansas and graduated college from Southern Methodist University. He lives in Omaha with his wife Jacquelyn, and their four children Olivia, Annabelle, Sam and Evelyn. In his free time he surrounds himself with family and friends, is active, plays golf, travels, reads and helps coach some of his children’s activities.
When you partner with Scott you can expect personalized attention, transparent communication, and a steadfast commitment to helping you achieve financial success and confidence in your path forward. Take the first step towards a brighter financial future by scheduling a consultation with Scott today.