Sara Grillo

DECEMBER 12, 2022

And, as a PFS (Personal Financial Specialist), he is able to integrate his knowledge of investments and tax into your personal financial situation to help you reach your financial goals. In 2010, he moved to Midland where he currently resides with his wife, Heather, who teaches at Midland ISD. They have two children, Emily and Ryan.

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Sara Grillo

AUGUST 14, 2023

Prior to joining EP Wealth Advisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. A few years later Scott merged Quest with another local investment advisory firm, Portfolio Solutions, that shared the same investment principles at that time.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Sara Grillo

SEPTEMBER 26, 2022

Salaske: What is an investment advisor? The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds.

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CFP Financial Advisor Financial Planner Ethics 59