Experience

Scott’s goal is to help you uncover, prioritize, and realize your key financial milestones through sound financial planning. He manages money for high net-worth families and individuals. His clients appreciate his comprehensive approach that includes wealth accumulation and management, generational planning, liability management, estate planning, tax optimization, and philanthropic strategies, into their investment advice to create a thoughtful overall financial plan. With prior experience in the insurance industry he is able to navigate through detailed insurance portfolios and leverage them to enhance your financial security.

Scott will strive to earn your loyalty through hard work, appropriate advice and a dedication to developing a long-term relationship.

Scott is both a Certified Financial Planner® (CFP) and a Chartered Retirement Planning Counselor® (CRPC). He is a graduate of Illinois State University with a B.S. in Business Administration. Scott is proud to be a long-time coach with the Miracle League of Las Vegas and enjoys his family time with his wife Mimi and son, Cole. He also enjoys mountain biking, spending time outdoors, and is a huge fan of Chicago sports.

The credentials that help build confidence

Certified Financial Planner™ (CFP®)
Chartered Retirement Planning Counselor (CRPC®)
UBS Directors Council

Kent's mission is to build long-term relationships with his clients, based on trust and a shared commitment to pursue their goals in life.

Kent is one of a small number of UBS Financial Advisors earning the designation of Wealth Advisor. As a Wealth Advisor, he is eminently qualified to provide highly personalized wealth management services to his clients.

Kent understands wealth management is more than a wide range of financial services and strategies you can access at UBS. It is how those services and strategies are developed and delivered to help you pursue your goals. For this reason he offers a customized approach to wealth management, built on personal relationship and shaped by an understanding of your needs and aspirations. To assist in managing your wealth, he utilizes the advisory and investment brokerage capabilities of UBS--one of the world's largest wealth management firms.

Growing up on a farm taught Kent the value and importance of hard work. Years later, living in Central America gave him greater appreciation for the opportunities and freedoms we enjoy in the United States. Kent was drawn to financial services because of the prospect of combining his ability to work hard with his appreciation of what this country offers. His goal as a Wealth Advisor is to teach individuals and families how to create and protect wealth in order to reach their financial goals.

Bridget Farrell is a Texas native who currently lives in Arizona. She played volleyball at the University of Alabama and professionally in Spain and Chile. She graduated cum laude with her B.A. in marketing.

Bridget has previously held business development and marketing leadership roles, most recently with BirdieBox, and has a passion for connecting with people to personalize and better every client experience. She is motivated by the team's success, and she is ecstatic about the opportunity to work with this team and their clients.

Bridget has a passion for traveling, fitness, and she most cherishes her time with her two sons, Kason and Kolby.

Ana moved to Las Vegas from San Antonio, Texas in July 2016. She brings 25 years of financial industry experience and knowledge. Ana’s years of experience provide clients the highest level of attentive and personal service. She enjoys working with clients and makes sure their needs are her first priority. Ana holds a Series 7 (General Securities Representative) and 63 (State Securities Agent) licenses. She currently holds a Nevada Life and Health Insurance license. She is a supporter and participant of the Komen Race for the Cure and St. Jude’s Hospital. In her spare time Ana enjoys attending her son, Austin, school Jazz performances and exploring Jeep trails with her husband, Brady.