Your Trusted Advisor: Scott Floersheim

In addition to advising clients who are already enjoying their retirement, Scott delivers personalized wealth advisory services to successful owners of small businesses and professional practices approaching retirement, so that they too may confidently navigate their transition.

Scott graduated from the Albuquerque Academy in 1981 and attended the University of New Mexico, where he graduated in 1986 with a Bachelor of Science in Accounting. He has practiced in public accounting for over 20 years and in financial planning for over 10 years. Scott maintains the following certifications and accredation:

• Certified Public Accountant / Personal Financial Specialist
• Certified Financial Planner
• Certified Tax Coach
• Certified Fraud Examiner
• Accredited Wealth Management Advisor
• Accredited Asset Management Specialist

Scott believes that only a life-long committment to learning makes any advisor relevant, so he far exceeds the annual continuing education requirements of his profession, while also being a voracious reader of current events and financial matters.