Broker Check
J. Scott Simpson

J. Scott Simpson

Financial Planner

First of all, thank you for taking the time to visit our website! I know there are so many things you could be doing with your time right now.

My name is Scott. I have been in the industry since 2016 and am currently on the path to becoming a CERTIFIED FINANCIAL PLANNER™. I am a Utah native and come from a musical family.

One of my passions growing up was playing the drums and the marimba through high school and college. I practiced every single day and I have to say that if it weren't for my private percussion instructor, I would not have been able to participate in the audition-required groups that I did. He provided me lessons and advice on what to practice as well as tips on improving my technique. In my daily practices I did my scales, my warm-ups, my strengthening exercises, and my performance pieces. Consistent hard work on those small things is what made me successful in becoming a proficient musician.

My goal as a financial advisor is to provide to my clients what my private instructor provided to me. Through learning about your goals and dreams and analyzing your financial picture, I am able to create recommendations of the small things you personally need to maximize every aspect of financial planning. These will include cash flow and savings analysis, tax-saving strategies, retirement saving strategies, protection need analysis, and protecting your estate through legacy planning.

If you are curious to know more, tell me about your financial plan and we will reach out to set up a complimentary Discovery Meeting! You can also schedule an introduction with me directly.

If you're on the fence, my favorite ice breakers to talk about are the Utah Jazz (or basketball) and Star Wars! Makes for fun conversation!