Broker Check
Scott McPherson

Scott McPherson

Senior Vice President

You are looking for consistent and above average returns from someone who wants to
help you meet your financial goals. The investing methodology I use strives for excellence
by utilizing sound, well-researched investments and strategies. Add to that my love for
helping & serving people, and you will receive a financial strategy that benefits you, the
client.
I am Scott McPherson, CPA, since 1999, and now a Series 65 Investment Advisor
Representative. After earning both a Bachelor’s and Master’s degree in Accounting from
Oklahoma State University, I began my career in 1999 as a tax specialist for Deloitte &
Touche and progressed to the executive role of CFO of a privately held oil and gas service
company in 2005. These different roles give me a business expertise and financial
acumen that is beneficial for strategic investing.
My family and personal life expand my abilities to care for people as individuals and look
for ways to best serve them. I am privileged to be married to my college sweetheart and to
be the Daddy to our nine children. I serve my church family as a deacon, am a trusted
advisor to my CPA clients, and faithfully served as a city councilman of our home
community.
I look forward to meeting you and working with you to accomplish your financial goals.