Scott Gunn is more than just a financial planner; he is a trusted partner who helps me navigate the complex and ever-changing world of money management. He understands the unique challenges and opportunities of running a small business, and he provides sound advice and guidance to help me achieve my goals. Scott is always proactive, responsive, and attentive to my needs and concerns. He helps me prepare for the future and secure my retirement. With Scott, I can focus on what I do best: growing my business and serving my customers.

I work as a Regional Sales Manager for a global company that is privately owned. I met Scott in 2001 and we started talking about financial strategies and retirement planning.

Scott helped me create a diversified plan that suited my goals, risk tolerance, and strategic vision. I have relied on this plan for more than 20 years. We have also updated and adjusted my investment plan regularly. Recently, we have included alternative investments in my portfolio that have improved my returns and diversification.

Scott has always been trustworthy and capable of managing my accounts securely and conveniently. I feel secure that he is making wise decisions and that he will keep communicating effectively and promptly.

Scott has been my financial advisor for 17 years. For the first 16 of those years, I was a successful IT professional, and Scott helped me prepare for early retirement. Scott is a trustworthy and knowledgeable financial advisor who helped me create a diversified portfolio that generated the wealth I needed to meet my goals but also stayed within my tolerance for risk. He has always been friendly and responsive. I am now happily retired at 57 and feel comfortable with my financial situation. I would highly recommend Scott to anyone looking for a professional and ethical financial advisor. 

 As a CPA, my clients often ask my advice regarding investments. In the past, I replied I was not a good referral source for investment advice.

My firm moved into the Dallas market in 2008, and I asked one of my referral sources to point me in the direction of a good investment advisor. My source mentioned an investment advisory firm that was also part of a local CPA firm. I first met Scott to vet him as a referral source for my business. I was impressed by Scott’s personality and his approach to managing investment portfolios. He did not try to sell me anything, but rather explained his philosophy and strategy. Soon after, I referred Scott to one of my clients who was looking for a new Retirement Plan Advisor. My client was very happy with Scott and thanked me for the introduction. He said he had never experienced such personal service from a financial advisor before.

Scott is now the only investment advisor that I recommend to my clients. He is also my own investment advisor and he handles my retirement accounts. I decided to use Scott after being disappointed by the lack of service from my previous advisor.

Scott is a different kind of professional, with extensive experience and credentials. He is, in my opinion, one of the best in the field.