Scott Oostdyk

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Flat Rock, MI 48134-2765

Credentials

Series 66

Industry experience

7 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management General retirement planning Wealth management

Occupation focus

Founder/Business Owner

Work history

Edward Jones

2018 - Present (8 years)

Guaranteed Rate

2018 - 2018 (1 year)

Broker Solutions, Inc

2017 - 2018 (1 year)

Unemployed

2017 - 2017 (1 year)

Flagstar Bank

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

John L

CFP®

Van Buren Twp, MI

Bespoke Financial Planning, LLC

Staying on top of your personal finances can be daunting. I get it. Like everyone else, you have a family, a career, and a half dozen hobbies to which you’d love to devote more time. That’s great! Those are all important things, and you shouldn’t feel guilty about devoting time to those areas of life. But let’s be honest, it’s easy for your finances to get pushed to the background. Who really wants to spend their very limited free time writing out a budget, much less a five-year plan or a list of life goals! Do you feel that even if you had a spare moment to contemplate your financial well-being, you wouldn’t even know where to begin? Perfect! That’s where I come in. I want to help you de-mystify your finances. I want to help you get organized. It IS possible to be at peace with your finances. You don’t have to feel like you’re continuously playing catch-up. Let’s roll up our sleeves together and get started! Why? Because you DO have goals and dreams– and those dreams deserve a fighting chance! Together we’ll use a systematic and comprehensive approach to develop a plan that is completely tailored to you, to your life, and your needs. At Bespoke Planning, my standard of success is simple: to provide a bespoke planning experience that is tailored to each individual client. I’m not a mass market kind of guy. If you’re looking for a mass market experience, or you’re simply looking for an “investment guy,” I’m not it. As a financial planner, I truly love helping clients work through their most difficult financial issues so that they can achieve their goals and live their best life. My wife may think I’m crazy because I spend my free time reading through tax guides and countless blog posts on personal finance– but hey, I love what I do. I feel truly blessed to have found a career about which I am so passionate. I get to see people realize their dreams, mostly by helping them with a lot of the nerdy, nitty-gritty stuff that normal people find to be, quite frankly, super boring. Although the process can be challenging at times, I believe that the results will be richly rewarding! I want to hear you describe your vision of a meaningful life.

Dual Income Family FIRE (Financial Independence Retire Early) HENRY (High Earners, Not Rich Yet) Gen X (Born 1965-1980)

Frank Z

CFP®, Series 66

Monroe, MI

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner

Monica W

CFP®, Series 63, Series 66

Monroe, MI

Edward Jones

Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer Oil & Gas

Lorri M

Series 66

Riverview, MI

Edward Jones

Early retirement planning Founder/Business Owner Educators, Teachers, and Academics

Neil S

Series 66

Wyandotte, MI

Merrill

Neil Sawicki is the Resident Director and Wealth Management Advisor at Merrill. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designations, along with credentials as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Neil works with families and small business owners to proactively develop financial plans aligned with their goals and aspirations. Before joining Merrill, Neil served four years on active duty in the U.S. Army in the Judge Advocate General's Corps and practiced as a civilian attorney for over 20 years. His background as a small business owner and legal advisor provides him with a unique perspective in understanding clients' priorities. Neil is a graduate of Michigan State University and earned his Juris Doctorate from the University of Detroit School of Law. He is a member of the American Legion and is involved in local children's schools. Neil was named to the 2024 Forbes “Best-in-State Wealth Management Teams” list as a member of the Wyandotte team. Outside of work, he enjoys chess, football, golfing, hunting, and spending time with his family. He emphasizes a personalized approach to financial advising that centers on understanding what matters most to each client.

Wealth management Business ownership considerations Business Financial Management General retirement planning Founder/Business Owner Attorney

Anthony G

Series 63, Series 66

Allen Park, MI

Merrill

Anthony Grose serves as Senior Resident Director at Merrill, where he leads a practice centered on accountability, empathy, and trust. He works with clients to develop personalized financial strategies focused on wealth planning and cash flow management. His approach is grounded in understanding each client’s full financial picture and adapting strategies to evolving market conditions. Anthony specializes in serving endowments, foundations, and non-profits, as well as providing legacy planning, retirement income planning, tax minimization, portfolio management, and support for clients managing new wealth. Anthony holds a Bachelor's and a Master's degree from the University of Michigan System. He has earned the CERTIFIED FINANCIAL PLANNER® (CFP) and Certified Investment Management Analyst® (CIMA) designations, along with the Personal Investment Advisor (PIA) credential. Fluent in both English and Spanish, Anthony follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations. Outside of work, his interests include cooking, football, reading, running marathons, and soccer.

Wealth management Retirement income strategy General retirement planning Tax-loss harvesting Charitable giving & philanthropy
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