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Scott Werner, Chfc® Email & Phone Number

Executive Vice President at Capital Strategies at Capital Strategies, Beyond Wealth
Location: Austin, Texas Metropolitan Area, United States 6 work roles
1 work email found @csomtx.com LinkedIn matched
✓ Verified May 2026 3 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email s****@csomtx.com
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Current company
Capital Strategies, Beyond Wealth
Role
Executive Vice President at Capital Strategies
Location
Austin, Texas Metropolitan Area, United States
Company size
86 employees

Who is Scott Werner, Chfc®? Overview

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Quick answer

Scott Werner, Chfc® is listed as Executive Vice President at Capital Strategies at Capital Strategies, Beyond Wealth, a company with 86 employees, based in Austin, Texas Metropolitan Area, United States. AeroLeads shows a work email signal at csomtx.com and a matched LinkedIn profile for Scott Werner, Chfc®.

Scott Werner, Chfc® previously worked as Executive Vice President at Capital Strategies, Beyond Wealth and President & CEO at Capital Strategies, Beyond Wealth.

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Email format at Capital Strategies, Beyond Wealth

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*@csomtx.com
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AeroLeads found 1 current-domain work email signal for Scott Werner, Chfc®. Compare company email patterns before reaching out.

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Profile bio

About Scott Werner, Chfc®

My services cover all areas of financial management, from retirement planning to estate conservation strategies. I focus on helping my clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long-term objectives.I am licensed to sell insurance in Texas.I am licensed to sell securities in Texas. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: 317 Grace Lane, Suite 250, Austin, TX 78746.

Listed skills include Financial Planning, Insurance, Investment Management, Health Insurance, and 14 others.

Current workplace

Scott Werner, Chfc®'s current company

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Capital Strategies, Beyond Wealth
Capital Strategies, Beyond Wealth
Executive Vice President at Capital Strategies
austin, texas, united states
Website
csomtx.com
Employees
86
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Company profile
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6 roles

Scott Werner, Chfc® work experience

A career timeline built from the work history available for this profile.

President & Ceo

Current
Capital Strategies, Beyond Wealth

Texas, Colorado, New Mexico

Co-owner of an Independent Insurance Agency providing coverage for Personal and Commercial clientele in Texas, Colorado and New Mexico.

Jul 2016 - Present

Managing Sales Director

Capital Strategies Of Metlife

Austin, TX

Jun 2009 - Mar 2017

Vice President

Axa Advisors

Austin, Texas Area

Jan 2006 - Jun 2009

Investment Representative

Invesco

Austin, TX

Mar 2000 - Oct 2003
Team & coworkers

Colleagues at Capital Strategies, Beyond Wealth

Other employees you can reach at csomtx.com. View company contacts for 86 employees →

NK Nathan Kung Nathan Kung Colleague at Capital Strategies, Beyond Wealth Austin, Texas, United States, United States View → CS Cece Smith Cece Smith Colleague at Capital Strategies, Beyond Wealth San Antonio, Texas, United States, United States View → PM Paul Mayhew Paul Mayhew Colleague at Capital Strategies, Beyond Wealth San Marcos, Texas, United States, United States View → AH Amy Holt Amy Holt Colleague at Capital Strategies, Beyond Wealth Austin, Texas, United States, United States View → NP Nathanael Pacheco, Cfp® Nathanael Pacheco, Cfp® Colleague at Capital Strategies, Beyond Wealth Albuquerque, New Mexico, United States, United States View → AW Alisha Ware Alisha Ware Colleague at Capital Strategies, Beyond Wealth Temple, Texas, United States, United States View → BA Benjamin Arney Benjamin Arney Colleague at Capital Strategies, Beyond Wealth Austin, Texas Metropolitan Area, United States View → VF Vance Feiler Vance Feiler Colleague at Capital Strategies, Beyond Wealth Corpus Christi, Texas, United States, United States View → CC Craig Cross Craig Cross Colleague at Capital Strategies, Beyond Wealth San Antonio, Texas Metropolitan Area, United States View → MS Michelle Sauder Michelle Sauder Colleague at Capital Strategies, Beyond Wealth Lubbock, Texas, United States, United States View →
FAQ

Frequently asked questions about Scott Werner, Chfc®

Quick answers generated from the profile data available on this page.

What company does Scott Werner, Chfc® work for?

Scott Werner, Chfc® works for Capital Strategies, Beyond Wealth.

What is Scott Werner, Chfc®'s role at Capital Strategies, Beyond Wealth?

Scott Werner, Chfc® is listed as Executive Vice President at Capital Strategies at Capital Strategies, Beyond Wealth.

What is Scott Werner, Chfc®'s email address?

AeroLeads has found 1 work email signal at @csomtx.com for Scott Werner, Chfc® at Capital Strategies, Beyond Wealth.

Where is Scott Werner, Chfc® based?

Scott Werner, Chfc® is based in Austin, Texas Metropolitan Area, United States while working with Capital Strategies, Beyond Wealth.

What companies has Scott Werner, Chfc® worked for?

Scott Werner, Chfc® has worked for Capital Strategies, Beyond Wealth, Capital Strategies Of Metlife, Axa Advisors, Axa Advisors, Llc, and Invesco.

Who are Scott Werner, Chfc®'s colleagues at Capital Strategies, Beyond Wealth?

Scott Werner, Chfc®'s colleagues at Capital Strategies, Beyond Wealth include Nathan Kung, Cece Smith, Paul Mayhew, Amy Holt, and Nathanael Pacheco, Cfp®.

How can I contact Scott Werner, Chfc®?

You can use AeroLeads to view verified contact signals for Scott Werner, Chfc® at Capital Strategies, Beyond Wealth, including work email, phone, and LinkedIn data when available.

What skills is Scott Werner, Chfc® known for?

Scott Werner, Chfc® is listed with skills including Financial Planning, Insurance, Investment Management, Health Insurance, Investments, Financial Advisory, Financial Services, and Sales.

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