Scot has been a key figure at Capitol Wealth Strategies (CWS) since its inception in June 2009. His versatile skill set spans all facets of the investment and insurance agency, encompassing bookkeeping, marketing, and new business operations.
Throughout his career, Scot has been integral to the adaptation and implementation of new software and products, positively influencing the company's operations. These strategic enhancements include transitioning investment platforms, integrating modern accounting software, updating case management systems, and crafting a comprehensive business continuity and cybersecurity program.
Under Scot's guidance, CWS has experienced consistent growth, extending its reach to multiple offices across Texas. He ensures the firm's Financial Representatives are well-equipped to navigate the ever-changing financial landscape and takes pride in keeping clients well-informed about CWS's suite of products and services.
Scot's dedication to service excellence and client education remains a driving force behind CWS's ethos and contributes to the firm's steady progress. Scot's leadership is reinforced by his educational credentials, holding a Bachelor’s degree in Finance.
On a personal note, Scot is a devoted husband and father of two daughters. His active lifestyle includes participation in Spartan races, local hiking, and golfing. This passion for activity extends into his professional life, adding a dynamic energy to his role at CWS.