Advisor at Olivehurst Advisors LLC
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I am a fee-only, independent and fiduciary advisor providing wealth management services tailored for professionals building equity in their business, personal investments and employer stock.
I started Olivehurst Advisors to be an aligned partner you can trust for personalized advice that supports your priorities, goals and values.
I began my career as a corporate professional on Wall Street and later transitioned to running my own business while also starting a family. I learned to manage my finances on my own through planning and foresight – but also in hindsight by learning from mistakes. What I missed on my journey was having a financial advisor who was a partner to help me plan strategically. While I did have a few people to ask specific questions, often, I didn’t know the right questions to ask. This is why I started Olivehurst Advisors – to share what I’ve learned and be the partner I wish I had on my own journey.
I've discovered the importance of my goals has grown over time. Yet, with increasing responsibilities, the demands on my time have grown just as much, if not more. Given many goals have a financial component, this prospect of decreasing time available to tackle increasingly valuable goals is a key reason why I believe there may not be a more impactful role that I can play than to help someone navigate their personal financial journey.
So, I’m excited to partner with you to help you pursue your goals and feel more confident, secure and supported in your financial decisions.
Olivehurst Advisors LLC
2023 - Present (3 years)
Tailored Partners LLC
2012 - Present (14 years)
CFP®, CPA
El Dorado Hills, CA
Thrive Financial Planning
Scott has had an interest in finance and investing ever since his first job delivering newspapers when he was eleven years old. He grew up in the home of a physician and scientist, studied finance and accounting and worked in Silicon Valley for a few years. After all these experiences, he has settled into the profession he always envisioned. He works with individuals and families in the medical, scientific and technology fields to understand their financial goals and dreams and develop a uniquely tailored financial plan. He strives to remove the pain points in his clients' financial lives, increase their confidence about the future and reduce the costs associated with their financial decisions. He loves the opportunity to provide this service. Scott is married and has four children. He enjoys music, along with his wife and daughter, and can sometimes be found building LEGOs with his three sons. He has also lived and traveled various places in the world and loves learning about history and culture.
Series 66
Sacramento, CA
Edward Jones
Series 66
W Sacramento, CA
Edward Jones
Series 66
Carmichael, CA
Edward Jones
CFP®, Series 66
Gold River, CA
Edward Jones
CFP®, Series 63, Series 66
Gold River, CA
Edward Jones
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