Scott started his career in the financial world with a large full service firm. After realizing his clients’ needs were out growing his full service firm, he discovered KMS Financial Services to help meet those growing needs.
Scott graduated from the University of Utah where he studied Economics. He is passionate about building a strong relationship of trust and respect with his clients, where he provides them with financial, retirement, and estate planning. His focus is to educate and train his clients, empowering them to make the wise decisions regarding their future. He teaches them about the difference between just investing their money and having their money work for them. Scott puts his clients’ money to work.
Scott runs his practice like a family. He feels his clients are his family and desires to be there in all areas of his clients planning for the future. He has built his practice by providing his clients with an environment built upon 4 pillars; Honesty, Trust, Integrity, and Education. His soul purpose is to provide advice and education that is most beneficial for his clients. Scott believes if you have education and do not share it, it is worthless.
Scott currently lives in Washington with his wife Angela, and their three sons, Gavin, Drew, and Jamis. In his spare time he loves mountain biking, water skiing, playing with his kids, being with his wife, riding dirt bikes and cycling.
Baikie Investments merged with Cascadia Wealth Management in 2013. Cascadia Wealth Management is separate company from KMS Financial Services, Inc.