Chris M. Scott CFA

Chief Investment Officer

Chris was drawn to the financial services industry after his grandparents went broke. He watched his mom and uncle struggle to help support them, and realized how important it is to have a financial plan and investment management knowledge. Plus, he loves numbers. He sees portfolio management as a treasure hunt where the clues are in the research. He was destined to be in the financial services industry.

Chris has spent the bulk of his investment career with ties to LPL Financial. He began his career at LPL's home office in 2006 as a Senior Operations Solution Analyst, and worked his way up to the fixed income sales and trading desk. He left the LPL in 2012 to take a position as a portfolio manager for another LPL Financial advisor's office. In this new position he was responsible for managing the team's investment portfolios and overseeing research.

Chris has also served as a Chief Petty Officer in the US Navy. He was deployed to Afghanistan in 2010 where he oversaw a team that was responsible for maintaining and safeguarding classified information and millions of dollars worth of equipment.

He earned the professional designation of Chartered Financial Analyst (CFA) in 2012. He’s currently a registered representative with LPL Financial, Consolidated Financial Management’s registered broker/dealer. He also holds his investment advisor representative license with Golden State Wealth Management, LLC. in California, Texas and Oregon.

He lives in Hillsboro, OR, and enjoys running, reading financial books and watching the Cubs.