Michael L. Scott*, CFP, CLU, ChFC

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Mike is a CERTIFIED FINANCIAL PLANNER™ practitioner who helps individuals and business owners with their personal and corporate retirement planning.

 A Hillsdale College graduate with a Bachelor of Science degree in Finance, Mike has served our clients for more than 26 years and has earned the CFP®, CLU® and ChFC® designations. He is a past recipient of the prestigious HTK Blue Chip Award, which is awarded annually to only one of the over 500 HTK advisors, in recognition of high standards of integrity, ethics and dedication to service.**

Mike is proud to be a founding member of Client Advocacy Partners, a national study group of eight financial advisors who collaborate to share creative and timely planning strategies. He also serves on the National Advisory Council for his broker-dealer and has been involved with the 401(k) Coach, Financial Planning Association, and the National Association of Insurance and Financial Advisors. Mike has also qualified multiple times for Top of the Table with MDRT, a leading international association of financial professionals.

An active member of the community, Mike has dedicated significant time to a variety of nonprofit organizations. He was the founding president of Propel, Oshkosh's young professionals organization, and is a past president of Oshkosh Rotary Southwest. He served for 10 years on the Investment Committee of the Oshkosh Area Community Foundation and has also served on the Paine Art Center and Gardens Board of Directors. Mike is a past recipient of the Oshkosh Northwestern’s 4 Under 40 award and has been recognized as his Rotary club's Rotarian of the Year and as the Oshkosh Chamber’s Volunteer of the Year.

Mike and his wife, Lisa, are proud parents of two adult children. In his free time, Mike enjoys traveling, pickleball, hiking, biking, skiing, swing dancing, and spending time with family and friends.

CA Insurance License: 0E56702

**The HTK Blue Chip award is not based on client experience or results.

Listed awards are not indicative of the recipient's future performance or success.