Wealth Manager, Director of Retirement Plans, CERTIFIED FINANCIAL PLANNER® Professional

Scott joined our team in June 2024 after gaining nine years of experience as a Wealth Manager at local financial institutions. Scott was born and raised in Hawaii and graduated from UH Manoa Shidler College of Business. Scott earned his Certified Financial Planner® Professional designation in 2019. Scott enjoys golfing, hiking and exploring new eateries around the island and abroad. 

Professional Designation:

CFP® CERTIFIED FINANCIAL PLANNER® Professional 

fi360 AIF® Accredited Investment Fiduciary® 

Educational Background: 

Bachelor of Business Administration, Marketing & Finance, Minor in History; University of Hawaii at Manoa Shidler College of Business 

Registration: 

Series 65, Investment Adviser Representative, CRD # 6619125 

Affiliations: 

Certified Financial Planner Board of Standards, Inc., # 273257 

HUGS (Help, Understanding & Group Support) Hawaii 

Get to know our team! Questions & Answers 

What motivates you to do your best every day?

I’ve been told that we stand on the shoulders of the giants who came before us. I am motivated by the selflessness and wisdom of my mentors to give back to our community through holistic financial planning and support. 

What is something you look forward to experiencing in the future? 

I look forward to building a practice that enriches our clients’ lives.

What is one thing you wish everyone knew about money? 

I wish everyone knew that money-related decisions are often emotionally driven and personal. It is easier to make a logical decision with our money once we recognize our feelings around it. 

What is one of your favorite books and podcasts? 

A book that I come back to often is Think Again: The Power of Knowing What You Don’t Know by Adam Grant (2021). I also frequently listen to podcasts on my commute such as Odd Lots with Joe Weisenthal and Tracy Alloway (Bloomberg) for deep dives on current events and The Rest Is History, produced by Goalhanger Podcasts, for fun history stories. 

How did you first start working with Andrews Advisory Associates, LLC?

Travis and I started in the industry at around the same time after college. I have a deep respect for independent advisers who build their own business outside of the normal retail structure. I feel fortunate to join the team at Andrews Advisory Associates, LLC and continue the work of their founder, Les Andrews. 

When not working, what are you involved with? 

On the weekends, you will normally find me at a golf course either working in the pro shop or playing a round. I also enjoy spending time with my significant other, playing pickleball, hiking, or eating at a local restaurant.