Who we are
Scooter brings more than a decade of deep retirement‑plan and financial services expertise to his work as an NFEC Certified Financial Education Instructor℠ (CFEI). With a career spanning roles at Ascensus, Northwestern Mutual and Paychex, he has been a Financial Advisor and guided Financial Advisors, employers, and families through the complexities of 401(k), 403(b), plan design and compliance as well as completed hundreds of personal financial plans for clients. His passion lies in making financial concepts clear, practical, and empowering for everyday people. Now certified as a CFEI, he is committed to expanding access to financial literacy and helping individuals build confidence, security, and long‑term stability through education.
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