Complete financial planning & Service
The story of Eric Scott Financial began in 1983 on the insurance side of the business. It soon became apparent that to help those we served more fully, we needed a more comprehensive approach.
The team at Eric Scott Financial set out to create an all-inclusive methodology to financial planning. Over time, that method has evolved into our modern-day proprietary process: Your Financial House, Custom Designed. Our process was designed so we don’t miss any aspect of your financial plan. As our firm continues to grow, we plan to use new technologies to make our process even more accessible to those we serve.
The Eric Scott Financial team works closely together to ensure you reach your financial goals so you can live your retirement years to the fullest. Our financial Architects serve as fiduciary advisors meaning we only serve in your best interests, and our support staff follow that same model of dedicated service.
We listen! Each client has a plan that is TAILOR MADE especially for them. Working together, we manufacture the most advanced financial 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.
SERVICE to our clients is a priority. We want our client relationships to last a lifetime. It’s not about numbers, we want our clients to become comfortable knowing that we are here to serve them.
Meet Our Founder & President
Eric L. Scott
Investment Advisor Representative
“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
Meet The Team
OFFICE OPERATIONS MANAGER / VICE PRESIDENT
Learn More About Sherri
Sherri has been working at Eric Scott Financial, alongside Eric Scott, for over 35 years. A few things she focuses on are procedures, marketing, security, reports and technology. She is the office operations manager and makes 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 40 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
Learn More About Katie
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.
Learn More About Paul
Paul has been a part of the Eric Scott Financial team since 2009. As our Content Manager, Paul is responsible for providing a copy for our website, social media platforms, and our former radio program. His writing expertise has also been used to help Eric author his financial advice books. His goal is to convey important financial information in an entertaining and straightforward way.
Paul spent most of his childhood in the Wasatch Valley in northern Utah. Even having grown up in a small country town, he still considers himself a city boy after spending many years in Salt Lake City. He married his wife, Rachel, about the same time he joined our company and has a beautiful daughter with whom he spends most of his free time.
Paul has been writing since he could pick up a pencil and has never looked back. When he’s not typing away for us or in one of his many personal projects, he enjoys exploring museums and architecture with his daughter as they share an appreciation for art and culture. When he’s not out-and-about getting to know his city, he relishes his quiet nights watching Netflix or flipping through the pages of a good book.
CLIENT SERVICE ADMINISTRATOR
Learn More About Liz Flau
Liz Flau is a new adition to Eric Scott Financial. She has worked in customer service and office administration for over 20 years. She enjoys helping people and building relationships with clients and co-workers alike. She prides herself on her professionalism and abilities that she has perfected over her career.
Liz and her husband have a beautiful family with three adult children and their wonderful dog. They spend as much time as they can outdoors enjoying their hobbies of paddle boarding, hiking, camping and exploring.
CLIENT SERVICE ADMINISTRATOR
Learn More About Sally Jacobson
Sally has primarily worked in administrative and customer service positions in the past. She’s very social so she enjoys speaking with our clients and getting to know them.
She and her husband have lived in the St. George area for 16 years. They have three grown children and three precious grandchildren. In her spare time, Sally enjoys spending time with her family and friends, basking in the sunshine, and listening to music. She also enjoys attending concerts every now and then.
Have A Question?
Learn more about our process, our services, who we are, and what we can do for you.