Scott Sernett
As the CEO and founder, Scott is the visionary for the firm. His role is to lead and manage the team, connect our clients with best in class resources, and help our business owners and their companies accomplish their most important objectives around the services we offer them. Sometimes his role is connector, sometimes quarterback, sometimes counselor, sometimes motivator, sometimes listener, sometimes problem solver, always advocate and advisor for awesome people and their companies.
Continuous Learning is something that Scott values highly. This passion to stay at the top of his craft led Scott to acquire multiple professional designations over the years: Certified Business Exit Consultant (CBEC), Certified Value Builder (CVB), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Accredited Estate Planner (AEP).