Scott J. Munkvold, CFP®
WEALTH MANAGER & LEAD PARTNER OF FINANCIAL PLANNING
CERTIFIED FINANCIAL PLANNERTM (CFP®)
"I help clients create a financial plan that helps them see the big picture and set long- and short-term life goals, which is a crucial step in mapping out their financial future. When they have a financial plan, it’s easier for them to make informed decisions and stay on track to meet their goals."
HOW I CAN HELP YOU
Scott focuses on client relationship management, financial and estate planning, and trust administration.
WHAT MAKES ME KNOWLEDGEABLE
Scott has more than 20 years of experience in financial and estate planning and trust administration. Prior to co-founding the firm, he was a vice president and trust administrator for Northern Trust Bank, where he was responsible for $330 million under administration. Scott received his economics degree from Eastern Illinois University and his MBA from DePaul University. He has also earned the CERTIFIED FINANCIAL PLANNER TM designation, and he is a member of the Financial Planning Association.
GETTING TO KNOW ME
Outside the office, Scott enjoys golf, travel, cooking, movies, sports, volunteering and time with his family.