Broker Check
J. Scott Simpson

J. Scott Simpson

Financial Planner

Schedule a call with me! or Refer a business owner friend!

Hi there, my name is Scott! and my goal in life is to bring a sense of peace and contentment to small business owners who worry about their futures and that of their families.

I have always had the dream of being my own boss one day because I loved the idea of being able to do what I want when I wanted with my family. I love going on adventures and creating fun memories with my wife (Kara) and beautiful son (Ethan) and I also love anything Star Wars! What I didn’t realize about being my own boss was how personally affected I was. I no longer had access to an established retirement savings plan with a company match. Nor did I have the luxury of an employer-funded insurance policy to ensure my family was taken care of in case something were to happen to me. Well, that is why I do what I do. I love creating financial plans that relieve stress from business owners so they can focus their time on their own passions as well as creating memories.

Being able to spend time doing what I love and spending time with my family is what brings me enjoyment and satisfaction in life. Just recently, Kara and her parents had the idea of travelling down to Bryce Canyon National Park. They all wanted me to experience how amazing and beautiful our state really was. I had never been there before and I will never forget how I felt when I saw that beautiful crimson-colored rock formations for the first time at Sunrise Point. It was absolutely incredible and for the first time, I finally understood what everyone (in and out of Utah) means when they say Utah is one of the most beautiful states in the country. These are the memories I will forever cherish and hope to help other small business owners (like myself) do the same through their personal future planning.

Thank you for taking the time to get to know a little bit about me. I would love to get to know you and how I can help you plan for your future so you can focus on your business now! If you have a friend in this situation, please send them my way and I would love to see how I can assist them, too.


 Three things people might not know about me…

  1. Basketball is my favorite sport of all time. So much, that I worked for the Utah Jazz as a “prize thrower” during the 2017-18 season when Donovan Mitchell shook the world up!
  2. While attending the University of Utah, I was on the Pride of Utah’s drumline in 2010 and 2013. I went to every home game and even travelled with the football team to some away games and a bowl game.
  3. I cannot roll my tongue like most human beings in this world.