Scott Broman, CFP®

Scott is passionate about helping people achieve their financial goals. He takes pride in creating deep rooted relationships with each individual to always provide compassionate, personalized solutions based upon the client’s risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation.

He graduated with a bachelor’s degree in finance from University of Minnesota – Duluth. Prior to joining the team in 2020, he worked at Merrill Lynch for eight years. Scott is a CERTIFIED FINANCIAL PLANNER™ professional.

In his personal time, he enjoys working out, coaching youth sports, golfing, and traveling. Scott and his wife, Kelsey, enjoy spending time with their son, Camden, and dog, Mac.

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