At the Optimus Financial Group, we believe in the Golden Rule –
“Treat others the way you want to be treated.”
Scott began his investment industry career in St. Louis, Missouri in 1998 after serving as a journalist in the U.S. Marine Corps. While in college, he interned with A.G. Edwards and joined the firm upon graduation. He worked as a Bond Trader and in other Home Office roles before becoming a Financial Advisor and later a Branch Manager, until the company’s acquisition by Wachovia Securities, and subsequently, Wells Fargo Advisors. He joined Stifel in 2010 upon the opening of the Port Huron, Michigan, office as Branch Manager and First Vice President/Investments. In 2019, he founded Optimus Financial and transitioned to Stifel Independent Advisors (formerly Century Securities Associates), a Stifel subsidiary.
Scott earned a B.S. in Business Administration from St. Louis University and went on to attain an MBA at Washington University in St. Louis. He holds the Accredited Asset Management SpecialistSM (AAMS®) designation from the College for Financial Planning.
Active in his community, Scott is a member of the board of directors for the International Symphony Orchestra and a former treasurer for the Wills Sainte Claire Auto Museum and Port Huron Museum.
Scott grew up in St. Louis. He lives with his wife, Amy, in Marysville, Michigan. They enjoy reading, gardening, cooking, and spending time with family and friends.
Will began his investment industry career in 2016 with Stifel, working at the firm’s home office in St. Louis, Missouri, for three years. He then moved to Atlanta, Georgia, to pursue a career in Corporate and Investment Banking with SunTrust Securities before transitioning to the Optimus Financial Group.
Will earned a B.S. in Sports Management from Fontbonne University and holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Will was married in 2019 to his wife, Arielle. They live in Atlanta with their two daughters, Emersyn and Wynsley, and their dog, Sebby. Outside the office, Will enjoys golfing, traveling, cooking, trying new restaurants, exercising, and spending time with his family.
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Our services cover all areas of wealth management, from investment and retirement planning to risk mitigation strategies and issues surrounding estate planning. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term goals.
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