Complete Financial Planning and Service
We listen! We get to know what our client’s desires are for their financial goals and retirement goals. Each client has a plan that is TAILOR MADE especially for them using the most advanced planning methods.
One of the joys of being a financial Advisor is the opportunity to TEACH and EDUCATE our clients. We feel strongly in keeping our clients up to date on the latest laws and information. We host educational Workshops and classes. Our Advisors are staying current with education requirements and training.
SERVICE to our clients is what our reputation is built on. Our client relationships start with our desire to have our relationship last a lifetime. We are not looking for numbers or faceless accounts. We want our clients to become comfortable knowing that we are here to serve them.
The People in our Firm Who Make Life Better
Meet the CEO and President
Eric L. Scott
Eric is an Investment Advisor Representative registered with APO Financial.
“Retirement is not a destination. Retirement is a journey. You don’t arrive at the perfect retirement. You create it.”
This has been Eric L. Scott’s belief since beginning his career as a retirement guide in 1983. It was that belief that helped him accumulate a wealth of knowledge through the experiences of his career. Armed with the knowledge he’s gained from more than 30 years of experience, Eric developed a new philosophy called The Five Crossroads. This proprietary system guides retirees and those planning to retire to achieve the financial dreams they desire.
In 2012, Eric published a fun financial advice book entitled The Five Crossroads that explains the philosophy using a unique storytelling experience that no other financial advice book offers.
In 2015, Eric published a second book focusing on the misinformation surrounding IRAs entitled Shattering IRA Misconceptions following the storytelling format of his first book.
Eric loves spending time with his family and is active in his church and community. He and his wife have been married since 1979 and live in Saint George. They enjoy spending time with their children and grandchildren. Eric also spends much of his leisure time swimming, exploring the red rocks on his ATVs and enjoying the outdoors.
Meet the Investment Advisor Representatives
Eric Scott, Jan Tomlinson and Katie Prosser
Eric Scott Financial advisors are fiduciaries and dedicated to doing what’s right for their clients. All our advisors are required to meet certain educational and business qualifications to help ensure they assess your financial situation, recommend solutions, and transact business according to your needs.
Meet the Team
Office Operations Manager / Vice President
Sherri has been working at Eric Scott Financial, alongside Eric Scott, for over 30 years. A few things she focuses on are procedures, marketing, security and technology – making sure our office runs smoothly. Her favorite thing about working at Eric Scott Financial is getting to know our wonderful clients!
Sherri and Eric have shared over 39 years of marriage! They have three children and four beautiful grandchildren. She is a dog and cat lover and has one of both. She loves the outdoors and all there is to do in this area. She loves traveling, four-wheeling, swimming, and hiking. She enjoys the arts and theater. She loves to spoil her grandkids and is so happy they all live nearby.
Investment Advisor Representative
Jan has been with Eric Scott Financial since 2009, preparing retirement income plans and investment analysis for our clients. She is responsible for making sure our clients get the absolute best service and products available to meet their retirement needs. Jan started her career in the insurance industry over 25 years ago and has her license in Life, Health, Property and Casualty. She is also an Investment Advisor Representative registered with APO Financial, LLC and a Medicare Specialist.
Jan was born and raised in Northern Utah. Shortly after marrying her husband, who served in the U.S. Air Force, they spent their first two years in Germany. They later moved to New England where she worked in sales for 12 years with a national health insurance company.
Jan and her family moved to the St. George area in 2007. In her free time Jan enjoys cooking, spending time with her four children and granddaughter. She also loves exploring the great outdoors. However, one of her greatest passions is volunteering for the Utah Raiders Girls’ Basketball Club, founded her husband.
Investment Advisor Representative
Katie enjoys working at Eric Scott Financial. She is a hard-working advisor who enjoys working with clients and helping them achieve their retirement goals by putting together a financial plan that they can feel confident about. Katie has been a key part of Eric Scott Financials’ team since 2011. Providing our clients with the best possible service and products that fit their individual needs. She is an Investment Advisor Representative, licensed in Life and Health insurance and is also a Medicare specialist.
Katie grew up in Northern Utah and has lived in St. George for over 15 years. She and her husband have three beautiful children who always keep them on the go. In her spare time, Katie is a yoga enthusiast and enjoys hiking, reading, and spending time with her family.
Katie is an Investment Advisor Representative registered with APO Financial, LLC.