Scott E. Burns

Founder, Principal, & CCO

Scott is the Founder, Managing Director, and Chief Compliance Officer of the firm. He has held financial advisor and wealth management roles in both the broker dealer and banking channels, starting in 2006. His business specializes in investment management for a select number of families and small businesses, with a special focus on income replacement strategies for retirees.

Scott attended Western Michigan University where he graduated Magna Cum Laude with a bachelor’s degree in finance while minoring in Economics. While attending WMU, he served as the President of the Financial Management Association.

A lifelong resident of Monroe, he returned home after college and began his work in the industry. He currently lives in Monroe with his wife and two daughters. Away from the office he enjoys golf and travel, and serves on local boards that serve the youth in Monroe.

10 W. First St., Monroe, MI 48161
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(734) 241-5771

Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
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