Meet D. Scott McLeod, CFP®, ChFC®
President/financial planner
“When I took my first business finance course in college, it was like a lightning bolt, and I knew what I would do for the rest of my career.”
EDUCATION / CERTIFICATIONS:
- BBA Corporate Finance and Investments, East Tennessee State University, 1994
- CERTIFIED FINANCIAL PLANNER™ certification, 2001
- Chartered Financial Consultant®, 2004
- Registered Life Planner®, 2011
Scott has a unique ability to simplify the complexities of the financial markets into actionable items that change people’s lives. Financial concepts have always come naturally to him, combined with a passion for helping people, which he uses to educate, mentor, and guide his clients to financial peace of mind.
As president, Scott is responsible for strategic planning, vision casting, and ensuring the firm upholds its fiduciary responsibilities. He’s also committed to finding new ways to help every client feel valued, empowered, and secure.
Scott has a wide range of interests, from running and fitness to playing musical instruments and surfing. However, his greatest passion is helping others in need. He is the former Local Missions Representative at his church, and he and his wife Marla have led numerous mission teams to Honduras. He is also the founder and director of the Seed Three Foundation, a non-profit initiative designed to support holistic ministries that help foster the body, soul, and spirit of people in need.
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