Experience

Scott is a CERTIFIED FINANCIAL PLANNER professional with more than two decades of experience in wealth management. He most recently spent the past four years at Mariner Advisors, where he provided customized financial planning and investment strategies designed to help clients achieve their long-term goals.

Prior to joining Mariner, Scott dedicated nearly 20 years to Walnut Street Securities (now Cetera) in Englewood, Colorado, and also gained experience at Sage Mark. He holds a bachelor’s degree in Accounting and Business Administration from Regis College in Denver.

Scott is actively involved with the Guetz Foundation, established in honor of his late daughter, Tara, supporting immunology research at Children’s Hospital Colorado. In his free time, he enjoys golf, skiing, and fishing.

A graduate of California Polytechnic State University with a degree in Mechanical Engineering, Cole balanced his academic path while competing as a collegiate golfer. After college, he pursued professional golf for more than two years, earning starts on the Canadian Tour, Latin America Tour, and PGA Tour.

Transitioning from golf into mortgage banking, he spent five years as a mortgage loan originator, helping clients navigate one of life’s most important financial decisions. In February 2025, he brought his passion for problem-solving, relationship-building, and long-term planning into wealth management, where he now serves individuals and families as a licensed financial advisor.  Cole is dedicated to helping clients build confidence in their financial futures through clear communication, thoughtful guidance, and a genuine partnership approach.

Outside of work, Cole enjoys hiking, skiing, pickleball and—of course—plenty of golf with his wife, Kelli, their dog, Montucky (“Tuck”), and close friends and family.  Cole and Kelli are excited to welcome their first child, Charlotte, in February of 2026.