Charles C. Scott – President
ACCREDITED INVESTMENT FIDUCIARY®
With over twenty-five years in the financial services industry, Scott brings a varied base of investment philosophies and financial planning ideas when working with clients. He developed and managed an institutional sales department for Washington Mutual and served as the Northwest Regional Manager for MFS, America’s oldest mutual fund company. Scott has also worked as a stockbroker for two Wall Street brokerage firms. Since 1993 he has been an independent advisor successfully serving clients with objective and unbiased advice.
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Sheri Nordstrom-Scott
CLIENT CONCIERGE
With twenty-seven years in sales and management for Nordstrom, the country’s premier retailer, Sheri brings several sales and customer service awards to her current position as your client concierge. She is our clients’ connection to success beyond their investment and planning issues. Her Nordstrom quality of customer service assures each client a rewarding experience.
