Scott Norris, CFP®, AIF®

Scott Norris, CFP®, AIF®

Vice President

Scott Norris has been in the financial services industry since 2001 and oversees the firm’s retirement plan department as well as develops and implements strategies for individuals and families. He has earned both the Certified Financial Planner and Accredited Investment Fiduciary designations. Scott’s keen investment knowledge, market awareness, and continual improvement of processes all create a better experience for clients.  Scott is a member of the Financial Planning Association, St. Agnes Magic Match, St. Agnes Finance Committee, and the Sangamon Valley Estate Planning Council.

Proudest accomplishment: Becoming a father

Favorite quote: “Life is 10% what happens to you and 90% how you respond to it “

One thing you may not know: I have never been to a game where the cubs lost to the cardinals and I’m a Cubs fan.    

Family members: Wife-Courtney, Children-Andrew, McKenna, Macie and Colton

Favorite food: Philly Cheese Steak

Best piece of financial advice received: “Buy low and sell high” “Always spend less than you make”

Something on my bucket list: Experience Machu Picchu and scuba dive in Hawaii