006 – Why Would You Trust A Guy Like Me Anyway?
Building wealth and investing is serious stuff. Scott has been talking the past few episodes about investing and what some of the best strategies are when it comes to building and defining your wealth. But why would you even trust Scott and the things that he says to help you in your financial planning? He asked this very question when he listened to some of his own episodes. Scott does not easily trust people and he does not want you to easily trust him. In this episode Scott shares his story about how and why he ended up starting a wealth management firm. His hope is that sharing his story will help build a connection with his listeners in hopes to start building a podcast as a trusted source for wealth building information.
About the author, Scott Wellens
Scott Wellens, CFP® is an investment advisor and founder of Fortress Planning Group. After earning his Bachelor of Science degree from the University of Wisconsin-Oshkosh, Scott quickly ascended to become a Vice President of North American Sales at a major regional provider of telecommunications infrastructure. While financially successful in this role, Scott searched for ways to pursue his passion related to financial literacy and providing financial freedom for both his own family and others. During his search, Scott became curious about the significant gap he found in the financial services sector: he was unable to find a comprehensive financial planner that maintained a family stewardship lens without being attached to financial products. Scott decided to fill that gap by creating his own planning firm that maintains a strong passion for comprehensive, unbiased wealth planning that is genuinely client-centered.
Scott resides in Menomonee Falls, WI with his family. He is the father of three active and independent daughters who keep him on his toes. Scott is an active community member, serving on the Hamilton Education Foundation Board, serves as a Dave Ramsey Financial Peace facilitator and leads the All Pro Dad’s group at their local elementary school. Scott enjoys spending his free time visiting state parks with his family, reading, and watching the Milwaukee Bucks and the Green Bay Packers win ball games.