Scott Mcpheeters, Cfp® Email & Phone Number

My career in financial services began in 2005 after graduating from Calvin College. Early in 2021, after fifteen years with another firm, I joined Benjamin F. Edwards. Recently I joined Todd Brandstadt and Debbie Tallman as a partner on the Omada Wealth Advisors team. Sandy Williams, our Senior Registered Financial Client Associate, who has worked with Todd and Debbie since 2003, works with us to fulfill our client goals and objectives. We enjoy partnering with our clients and their other trusted advisors to define financial goals, develop strategies to reach these goals, and regularly review our progress. As a commitment to serving my clients, I satisfied the education, examination, experience, and ethics requirements for the CFP® certification in 2022.I have been married to Heidi for 19 years and we have two children, Ellery (10), and Graham (7), and a goldendoodle, Sadie. Outside of the office, our family can most often be found enjoying the outdoors- spending time at the family cottage, boating, biking, and running in the summer months, and embracing northern Michigan’s ski hills during the winter.Securities and Advisory Services offered through Benjamin F. Edwards & Co., member FINRA and SIPC.Investing involves risk including the potential loss of principal. Benjamin F. Edwards & Co. does notprovide legal or tax advice. Please click on the " Contact and Personal Info" section to access the link tothe Benjamin F. Edwards & Co. website for more information about the Firm and other ImportantDisclosures. Opinions and comments expressed by LinkedIn Members are those of the personssubmitting them and should not be considered an endorsement or testimonial.

Listed skills include Education Savings, Portfolio And Retirement Plan Reviews, Individual Retirement Account, Business Retirement Plans, and 3 others.

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  Calvin College

  Business/Communications & Spanish