The Optimized Advisor Podcast

meet the host

Born in Washington DC, raised in Southern California, and now residing in Flower Mound, Texas, with his wife Melissa, 2 sons, and, of course, Champ (the pup). After graduating from California State University Long Beach (CSULB) with a Finance degree, Scott began his insurance career in 2001, dedicating his time to assisting Insurance Professionals and Financial Advisors within the three facets of Protective Portfolio Planning – annuities, life insurance, and long-term care insurance. As an expert in the industry with 20+ years of experience, Scott has led roles such as the Director of Sales for a growing FMO, Regional Vice President with a leading fixed and indexed annuity insurance company, and most recently, the Executive Director for Producers Choice Network. In his current role, Scott is the CEO and Co-Founder of Optimized Insurance Planning, a wholesale insurance planning and marketing firm. He is also the President and Founder of Prism Wealth Preservation, a professional financial & insurance services firm specializing in working with pre-retirees, retirees, and business owners. Last but not least, Scott is the host of the Optimized Advisor Podcast, dedicated to enhancing the professions, best practices, and personal well-being of the Advisors we have the opportunity to serve.

In his free time, Scott enjoys functional fitness of most types and just about anything outdoors, including mountain biking, motocross, wakeboarding, snowboarding, and hunting. Most of all, he enjoys traveling and spending time with friends and family.