– Foundation for Personal Financial Education – Arizona Chapter President
– Secure Estate Solutions, Principal; Owner
– Senior Tax Network, Principal; Owner
– Andorra Capital, Investment Advisor Representative
– MBA, University of Arizona
Scott practices wealth management and financial planning from offices in Scottsdale and Prescott, AZ. He is the founder and owner of SES Services, LLC (dba Secure Estate Solutions). Scott formed Secure Estate Solutions in 2006 with the objective of creating a wealth management environment where the planning truly comes first, giving investments purpose and maximizing efficiency. This was an interdisciplinary approach which required proficiencies in insurance, tax, lending, and investing. To that end, Scott maintains Arizona state registration/licensing in insurance, investing, and mortgages. He furthered his mission by co-founding Senior Tax Network in 2011, expanding his direct service capabilities into tax planning and preparation. Scott attained an MBA from the University of Arizona in 2010, and BA’s in Entrepreneurship, Marketing, and Managerial Accounting from Pacific Lutheran University in Tacoma, WA (1998). He is an experienced educational speaker, and serves as President of the Phoenix Chapter of the Foundation for Personal Financial Education. Scott’s educational background and real world professional experience allow him to bring a unique, unbiased perspective to the table, so that he may see the whole picture and help devise plans that are tailored to each client’s specific needs.
– Principal of Andorra Capital, LLC – Registered Investment Advisor
– Principal of Senior Tax Network
– Educational Speaker
– 20+ years of portfolio and risk management
– BA in Finance – University of Nebraska, Lincoln
Greyson practices wealth management and financial planning from offices in Scottsdale and Prescott, AZ. Greyson is also a principal of Senior Tax Network in Scottsdale. Andorra’s institutional relationship with TD Ameritrade allows Greyson to utilize them as both a custodian and a trading platform in order to apply strategic satellite components to a “core” portfolio solution, which may include insurance, tax, and succession planning. He is a former principal of an insurance wholesaler, has been the CFO of an e-commerce start-up, a professional proprietary equities trader, and has worked as a futures & options broker in Chicago. His in depth experience and knowledge of business, investing, insurance, and tax management give him a highly unique skill set when it comes to complete wealth management. Greyson attended the University of Nebraska, Lincoln on academic scholarship, where he earned a Bachelors Degree in Business Administration, with an emphasis in Finance (1993). While working on his degree, he studied international economics at Oxford University in England, interned at Kirkpatrick Pettis investment bank in Omaha, and partook in a university sponsored study abroad tour throughout the Asian Pacific Rim.