Our Team

Scott brings more than just financial expertise - he brings a client-first mindset rooted in empathy, trust, and real-world understanding. As a Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RICP®), Scott helps individuals and their families navigate complex financial decisions with confidence.

Whether you're managing a demanding schedule, planning for retirement, or optimizing your benefits, Scott’s goal is simple: to make financial planning feel less like a chore and more like a partnership. His approach is grounded in the belief that when done right, planning your financial future should be both empowering and enjoyable.

Clients appreciate Scott’s ability to simplify complex topics, offer honest guidance, and build lasting relationships based on integrity. His promise? To treat your financial journey with the same care and diligence he would give his own.

Scott lives in Brookfield, WI with his wife Jennifer and their two children. Outside of work, Scott enjoys sports, hunting, and spending time with friends and family. 

Jodi teaches and encourages individuals and families to take control of their finances through a strategic and compassionate approach to planning – for today and the future. As a Financial Coach and Chief Operating Officer at Wealth Health Advisors, she combines deep client care with operational excellence to ensure every financial journey is both well-managed and personally meaningful.

With almost 30 years of experience in nonprofit operations, administration, and project management, Jodi brings a unique perspective to financial coaching - one rooted in service, clarity, and values-based decision-making. She ensures clients experience responsiveness and confidence at every touchpoint, making financial planning feel seamless and supportive.

Jodi lives in Greendale, WI with her husband, David. As a recent empty nester, she enjoys spending time with her three adult children, reading, crafting, and gathering with family and friends.