Scott Sheldon

Wealth Advisor

Scott joined the team in April of 2025 with nearly a decade of experience in the finance industry. He works with clients to help them plan and pursue their financial goals. Scott works with Michael and Calen to manage client portfolios, investment options and asset allocations. Scott has earned his Accredited Asset Management Specialist™ designation as well as holds his Series 7 and 66 securities registrations.

Scott is a native of Omaha, Nebraska and graduated from Missouri Western State University with a Bachelor’s degree in Accounting and Management. During his time at Missouri Western, Scott was a member of the Men’s Golf team and met his now wife, Callie.

Scott and Callie welcomed their first child, Cade, in September of 2023. They enjoy spending their time on the golf course or pickleball courts. Scott is also an avid Nebraska Cornhuskers and Sporting KC fan.

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