Our Team

Wooden path near a forest lake - image as Our Team page cover
Charles C. Scott, President


With over thirty five years in the financial services industry, Scott brings a varied base of investment philosophies and financial planning ideas when working with clients. He developed and managed an institutional sales department for Washington Mutual and served as the Northwest Regional Manager for MFS, America’s oldest mutual fund company. Scott has also worked as a stockbroker for two Wall Street brokerage firms. Since 1993 he has been an independent advisor successfully serving clients with objective and unbiased advice.

“Educating my clients so they can plan for their financial future is the key to the planning process,” say Scott. “A big part of my responsibility to my clients is being a teacher – helping them understand what their options are, and how to adjust to the changes that life will inevitably bring their way.”

On a personal note: Charles is always on the lookout for great fish & chips. He is also a big fan of Premier League football (soccer to those of us Yanks)….actually there’s no correlation to English fish & chips and soccer, other than he likes them both. 

Charles enjoys classic movies, great food and wine, and collecting vintage barware.

 He’ll drink Diet Coke any day over Diet Pepsi (too sweet tasting!) 

And having met Sheri on a blind date, he knew the instant she opened the door that he would marry her, and 38 years later it remains the best choice he ever made.

Sheri Nordstrom-Scott


With twenty-seven years in sales and management for Nordstrom, the country’s premier retailer, Sheri brings several sales and customer service awards to her current position as your client concierge. She is our clients’ connection to success beyond their investment and planning issues. Her Nordstrom quality of customer service assures each client a rewarding experience.

On a personal note: Sheri is a big time collector of Christmas ornaments, the shinier the better. Some of her favorite ornaments are from Patricia Breen, Georg Jensen, Waterford, and anything sterling silver.

Sheri has joked that she should have a bumper sticker that reads “Will brake for garage sales” as her Saturday morning routine is rising early to scour garage sales and estate sales looking for that perfect items to give to their adult daughters as they set up their own households.  They all love the idea of re-purposing gently used items and helping to keep them out of the landfills.

She also has an ongoing quest to collect vintage barware…can’t have enough roly-polys from the ‘50s and ‘60s in your collection.

Collaborative Professionals

We know what we don’t know. It’s important for you to understand that. When you have concerns and needs beyond our core competencies we collaborate with specialists who can address those issues. We have carefully selected professionals in the areas of life and health insurance, long term care insurance, tax accounting, bookkeeping, family law, estate planning law, and business law to ensure that your concerns are met.