Scott Spangler

About

A third-generation native of Colorado, Scott has been in the financial services business for over three decades. With more than 27 years of advising mass affluent and high net worth families on wealth creation, wealth preservation, and wealth transfer, he has an intimate understanding of the importance and mechanics of managing wealth across generations. His early college studies in computer science led him to discover and write about artificial intelligence in the late 1980’s. Scott brings a well-rounded perspective to the firm’s strategy, including capital formation, investor relations, marketing, regulatory compliance, and overall operations. Beginning in 1998, he obtained FINRA Series 7, 24, 63, and 65 Securities Licenses, along with a Colorado Insurance Producer (Broker) License. After studying computer science as a college freshman, he later earned a B.B.A. in Business Management with concentrations in Economics and Finance from Colorado Mesa University.

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