Kevin Scott, MBA, ChFC^®, CFP^®

Kevin Scott joined Brown & Tedstrom, Inc. in November, 2006, as a Client Relationship Manager. Kevin received his CERTIFIED FINANCIAL PLANNER^™ designation in 2007 and his CHARTERED FINANCIAL CONSULTANT^® designation in 2006 from The American College.

Kevin uses his extensive experience to assist the advisors with comprehensive planning and client portfolio management strategies. Prior to joining the firm, he was a Design Analyst who created customized life insurance designs as part of the overall estate planning process. In this capacity he modelled different estate planning strategies and techniques to highlight the transfer tax efficiencies of life insurance as a wealth transfer and estate planning tool.

A graduate of Yale University with a Bachelor of Arts in Economics, Mr. Scott went on to obtain an MBA, Finance and Real Estate, from the University of Colorado at Boulder Leeds School of Business.

A former Yale football player, Kevin remains active in the Colorado Yale Association and annually attends ‘The Game’ with rival, Harvard University.  Married with three young children, Kevin and wife Jaime enjoy skiing with their two oldest boys, and in their spare time run marathons.

Credentials:

• CERTIFIED FINANCIAL PLANNER^™ designation, 2007
• CHARTERED FINANCIAL CONSULTANT^® designation, 2006
• MBA, Finance & Real Estate, University of Colorado, Boulder Leeds School of Business
• Member of Beta Gamma Sigma
• B.A. Economics, Yale University
• Series 7, 66 registrations, held with LPL Financial