Wealth Advisor As the founder of Oakmont Financial Group, Scott is dedicated to guiding clients through various financial landscapes with his expertise as an Accredited Investment Fiduciary (AIF®) and licensed investment advisor representative. Over the course of his career in financial planning and wealth management, he gained a great breadth and depth of experience, ultimately … Continued
CERTIFIED Financial PLANNER cfp® As a Certified Financial Planner (CFP®), Jacob specializes in providing comprehensive financial guidance. He primarily focuses on serving the unique needs of doctors, physicians, and other high-net-worth individuals. With his diverse skill set and a commitment to his client’s financial well-being, Jacob offers expert guidance across various aspects of a healthy … Continued
Financial Planner Trevor is a Financial Planner that coordinates our efforts in the Tampa Bay area. With an extensive background in hospitality, Trevor has brought the relationship building as well as thoughtful anticipation to ensure his clients needs and goals are the top priority. He believes in the “Brick-by-Brick” theory and will help lay the … Continued
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