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At the Optimus Financial Group, we believe in the Golden Rule –

“Treat others the way you want to be treated.”

Headshot of Scott J. Metzner, Independent Investment Executive, Optimus Financial

Scott J. Metzner, AAMS

Founding Partner

Contact Me

E-Mail Address

[email protected]

Phone Number

(810) 689-1000

About Me

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.

Headshot of Will J. Metzner, Independent Investment Executive, Optimus Financial

Will J. Metzner

Vice President

Contact Me

E-Mail Address

[email protected]

Phone Number

(810) 689-1000

About Me

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 Approach

Every client is different, and our approach to investments varies to align with each client’s needs. We offer both fee-based and transactional services, as our goal is to provide guidance to the future you’ve always envisioned. No matter your situation, we will work with honesty and integrity to help you pursue your financial goals, whether they be short or long term. 

Alongside a full-service wealth management and investment banking firm, we specialize in stocks and various fixed income products.  We also assist in wealth planning, asset management, retirement planning strategies, education planning, and fixed income securities.

A Custom Plan Deserves a Range of Services

Our Services

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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Wealth Planning

We understand that you have a unique set of circumstances that shape your financial goals and objectives. Our holistic approach to wealth planning leverages the knowledge and expertise of Stifel’s experienced professionals to address all aspects of your financial situation. The financial planning process provides you the opportunity to assess financial and non-financial assets, saving and investing practices, and the ability of these to meet your stated long-term financial goals.

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Fixed Income Strategies

With a deep understanding of bonds and fixed income investments, we can help you integrate these core investments into your plan using a disciplined process designed to help preserve your hard-earned wealth while striving to provide a steady cash flow today and into the future.

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Asset Management

Using Stifel’s planning capabilities, we’ll analyze your particular investing behaviors, individual preferences, and the asset classes that align with your risk tolerance and customized investment plan. Our asset management affiliates employ a diverse range of active equity, fixed income, asset allocation, and alternative investment strategies.

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Education Planning Strategies

We develop strategies for the many ways to save for a child’s education, including college savings plans, Coverdell Education Savings Accounts, and UGMA/UTMA Accounts.

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Retirement Planning

Whether you are early in your career or actively contemplating retirement, a business owner or an individual, it’s never too late to put a plan of action into place. We can help you find the right plan and the right investments to help pursue your retirement goals.

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Our Family Helping Yours

Our Philosophy

As a family-run practice, we understand the importance of keeping those you love as financially secure as possible, both now and in the future. Scott is proud to have started his own independent practice working with those closest to him – his brother, Will; wife, Amy; daughter, Chandler; and close family-friend, Teresa. Our family would be honored to serve yours.
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