Scott implements Claraphi’s overall technology strategy in support of the firm’s home office team and national network of financial advisors. He finds, implements, and conducts training on technology platforms that increase efficiency and transparency and meet the stringent compliance requirements of our industry. Prior to joining Claraphi, Scott served as Trust Services Manager at Constellation Trust Company, Client Services Manager at Orion Advisor Services, and on the mutual fund trading desk at TD Ameritrade. Scott earned a Master of Business Administration from Bellevue University in Bellevue, Neb., and a bachelor’s degree in Youth Ministries from Grace University in Omaha Neb. He holds the Series 65 license.
Claraphi Advisory Network, LLC MAIN OFFICE 120 Vantis Drive, Suite 585 Aliso Viejo, CA 92656 / (949) 215-0025