Scott Caskey, CFP®

Wealth Advisor and Partner

Navigating the complexities of retirement planning involves a countless number of decisions. Scott Caskey, a financial planner at Summit Investment Advisors, provides the information and experience to let you know if you are on the right path.

Since 2011, Scott has assisted clients by providing the value of partnership. Assisting clients to make fully informed decisions to help improve outcomes for a stress-free retirement. Wherever you are along your path toward retirement having the right advice at the right time can make a significant improvement towards pursuing your goals. 

Before becoming a partner at Summit Investment Advisors Scott graduated with a finance degree and worked his way up at Summit in Client Service. Scott uses this experience frequently to give a clear understanding of how everything works from an operational viewpoint. Often giving more detail than needed to answer your questions.

Schedule a 30 minute call with Scott

Phone 651.490.2939