J. Scott Larson

As team leader, Scott utilizes nearly 30 years of investment industry experience to serve your wealth management and retirement planning needs. 

Working closely with your attorneys and CPAs, Scott takes a big-picture, team-oriented approach to your overall financial well-being. Scott prides himself on providing high-caliber investment guidance, with integrity and transparency at the forefront of his practice.

Scott earned a B.B.A in Business: Finance and Marketing from the University of Wisconsin-Madison.