About Scott Lautenbach

Man in glasses and blue suit smiles in an office setting.

Meet Scott Lautenbach

Investment Counsel

Scott began his career in financial services in 1993, and his detailed, attentive approach has set him apart ever since. He believes meaningful guidance begins with truly listening, and he takes the time to ask thoughtful questions that lead to genuine understanding. By helping clients clearly define their financial expectations, Scott provides the confidence and clarity they need to bring greater meaning to every retirement moment.


Scott holds a Bachelor's Degree and is an Investment Advisor Representative.



Scott and his wife, Kelly, have been married for over 36 years. They have two adult children and five grandchildren. Scott proudly served his country in the United States Army. Away from the office, he enjoys spending time with his family and automobile racing.

Here’s How the Process Works

  • Step 1 Discover Your Retirement Vision

    We begin with a personal conversation to understand what a meaningful retirement looks like to you.

  • Step 2 Receive a Personalized Review

    Scott analyzes your unique financial details, goals, and opportunities to form the foundation of your plan.

  • Step 3 Refine and Sharpen Your Strategy

    Together, you’ll gather any additional information needed and fine-tune your retirement plan with greater clarity.

  • Step 4 Put Your Plan Into Action

    Scott helps you confidently implement your strategy so you can move forward with purpose.

  • Step 5 Stay on Track With Ongoing Support

    You’ll establish a meeting rhythm to review progress, adjust for life changes, and help ensure your plan continues to serve you well.

Let's Get Started

Take the First Step Toward More Confidence and More Meaning in Every Moment.

Contact Us