Complete financial planning & Service

Our Story

The story of Scott-Prosser Financial Group began in 1983 when Eric Scott began his professional journey as an insurance agent. His time in that field sparked a realization: a more comprehensive and holistic approach was essential to truly support his clients. This revelation led to the creation of Eric Scott Financial, grounded in the principles of thorough planning, consistent communication, and using the power of storytelling. The inception of Eric Scott Financial marked a shift towards a more integrated approach to financial services, a vision that evolved and strengthened over time.

Katie Prosser joined Eric Scott Financial in 2011, embodying the values and dedication Eric championed. Her commitment to offering unparalleled service and tailored solutions was instrumental in Eric Scott Financial’s evolution. Together, with the help of their incredible team, Eric and Katie were able to create “The Financial House,” an all-inclusive way of looking at financial and retirement planning.

In 2024, Eric Scott, president and founder, passed away after a 10-month battle with pancreatic cancer. Prior to his passing, he and Katie Prosser sat down to discuss their vision for the future of the company. From these conversations, they rebranded Eric Scott Financial to Scott-Prosser Financial Group. This new chapter for the company is marked by a commitment to an all-encompassing approach to financial planning.

Scott-Prosser Financial Group’s methodology, “Your Financial House, Custom Designed,” aims to ensure no detail of a client’s financial plan is overlooked. As the firm looks to the future, embracing new technologies and evolving with the industry remains a priority, aiming to enhance accessibility and service for their clients.

Under Katie Prosser’s leadership, the team at Scott-Prosser Financial Group collaborates closely, dedicated to helping clients achieve their financial goals and enjoy a fulfilling retirement. Our financial architects and support staff operate with a fiduciary commitment, placing your best interests at the forefront of all we do.

Communication

We hear you! Every client receives a custom-made plan, crafted just for them. Together, we apply the latest in financial planning strategies to meet your financial needs and goals.

Education

A key part of our role as financial ADVISORS is teaching our clients and keeping you informed. We’re committed to keeping you up-to-date with the newest laws and updates.

Service

Providing top-notch service to our clients is our top priority. We aim for lifelong relationships, focusing on your comfort and assurance that we’re always here to support you with your needs.

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

Sherri Scott

Sherri Scott

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.

Katie Prosser

Katie Prosser

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.

Paul Scott

Paul Scott

CONTENT MANAGER

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.

Liz Flau

Liz Flau

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.

Sally Jacobson

Sally Jacobson

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.

Start Your Journey Today!

More Information

Learn more about our process, our services, who we are, and what we can do for you.

WE’D LOVE TO SIT DOWN WITH YOU AND HEAR WHAT YOUR FINANCIAL QUESTIONS AND RETIREMENT GOALS ARE.

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