Seeing grand, scenic vistas from remote Uintah mountain trails doesn’t happen often enough for Scott Sayre. But when it comes to his daily work, there’s no shortage of “big pictures” in his mind. As Director of Planning for The Insight Group, Scott is responsible for taking a high-level view of each client’s plan and ensuring that no facet of wealth management is incomplete. When Scott reviews a client’s plan, he analyzes the financial, legal, and tax implications and summarizes them into a format that can be readily understood. While most people have no point of comparison for their estate and wealth management documents, Scott sees them every day, so he’s attuned to potential issues, missing details, and different angles for consideration. What’s more, Scott is the firm’s go-to resource for current tax law, regulatory guidelines, and legislative matters.
He understands that wealth management is a dynamic process; the sound advice from last year may take on nuances as issues evolve. So unlike some firms that offer a oneshot financial plan, The Insight Group provides yearly reviews with specialized guidance from Scott. A “finance guy” since childhood, Scott remembers getting a money bag for a birthday present–a gift he still holds onto today. (Sounds like he was able to see the big picture even then.)
Education:
- Brigham Young University, B.S. in Business Management, Emphasis in Finance
- College for Financial Planning, M.S. in Financial Planning
Credentials:
- Certified Financial Planner™ (CFP®)
- Certified Fund Specialist (CFS)
Work History:
- Family Wealth Advisors, President
- Progressive Planning, Inc., Vice-President
Affiliations:
- Served as Chairman of the Board and President in the former International Association for Financial Planning, Utah Chapter
- Southern Utah University, Professional Advisor Council member
CONTACT INFO:
The Insight Group
3115 E. Lion Lane, Suite 100
Salt Lake City, UT 84121
(801) 944-7702
Fax: (801) 944-7708
scott@insightgroup.com