Scott Hoskins

For nearly 15 years, Scott has been helping individuals and families successfully navigate the transition into and through retirement. He graduated as an Honors Scholar from Lindenwood University with a Bachelor of Arts in History and remains a lifelong learner with a passion for educating clients on financial and retirement strategies.

Scott’s investment philosophy is rooted in disciplined, evidence-based strategies with a strong emphasis on cash flow planning and risk management. He believes that—especially in today’s fast-paced and often volatile environment—a successful advisor-client relationship must be built on trust, collaboration, and transparency. To support this, Scott takes an educational approach, empowering clients to fully understand and feel confident in their financial decisions.

A key focus of Scott’s work with retirees and pre-retirees is the development of personalized, structured income plans designed to preserve capital while supporting long-term lifestyle goals. By thoughtfully addressing taxes, inflation, Social Security optimization, and long-term care considerations, he helps clients create sustainable income streams throughout retirement. Scott often refers to this process as “spending with confidence.”

Outside of the office, Scott enjoys spending time with his three children, traveling, reading, and playing golf.