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Eric L. Scott is the President of Eric Scott Financial. He has been serving people since 1983 by helping them reduce taxes, increase their income, protect their assets and live their retirement years to the fullest. When you sit down with Eric, you’ll find that he sincerely cares about your concerns and desires and will listen to you with undivided attention. Eric loves spending time with his family and is active in both his church and his community. He and his wife, Sherri, live in St. George. They have 3 children: Paul, Katie and Ryan. They also have 3 grandchildren: Lexi, Calvin and Oriana. |
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Sherri Scott is the Vice-President of Eric Scott Financial. Sherri has been working alongside Eric for 30 years as both his business partner and, infinitely more important, his wife. Sherri also acts as Eric Scott Financial’s Systems Administrator. She is responsible for our office procedures and for the security on our server and network. |
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Michele Coates is the Director of Operations. Her top priority is to ensure that each of our clients receive personal and caring service. She accomplishes this by supervising the staff and managing the daily activities of the company. Michele owned and managed her own business for 25 years. She was also employed by the USDA Forest Service for nine years as a Purchasing Agent and later as the Support Services Specialist. She uses the skills she has developed and her management experience to keep our office running smoothly. If you have a concern that you feel is not being resolved, ask for Michele. |
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Jan Tomlinson is the Advisor Associate. She coordinates with Eric to create financial plans and investment proposals. She is a licensed, service oriented professional. Jan has served in the insurance industry for 15 years and therefore is very knowledgeable about the workings of Eric Scott Financial. She is always pleasant and happy to answer your questions and assist you with any needs you may have. |
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Paul Scott is the Creative Marketing Executive. He is the gateway and timekeeper of Eric Scott Financial. If you’d like to sit down and visit with Eric, he’s the one that will make that happen. He also produces and co-hosts Eric’s radio show, Retirement Adventures. Paul has 4 years of customer service experience and 6 years of professional writing experience. He has used this knowledge and experience to create an e-newsletter, which we send to our clients regularly. |
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Connie Hite is the Director of Client Relations. She is the first person you see when you come in to our Saint George office. She creates a warm and fun atmosphere and coordinates our special client events. |
Investment Advisory Services offered through Brookstone Capital management LLC, an SEC Registered Investment Advisor. Insurance Products provided by Scott Insurance Agency Inc.