scott styrmoe
After establishing wealth management practices for two firms, Scott has joined Cambridge Financial Group, LLC to head up the Wealth Strategies Division. As a fee-only independent advisor, Scott's efforts are focused on helping a select group of clients enhance their financial situations by simplifying the complexities of their lives, so they can achieve their goals.
Scott has been a licensed CPA since 1985 and earned his MBA in Finance from the Eller College of Management at The University of Arizona where he studied Modern Portfolio Theory. He is a Certified Financial Planner™. Scott is also a member of the Tucson Tax Study Group, the Southern Arizona Estate Planning Council, the University of Arizona-Eller College Associates, and the AICPA.
Scott has been married to his wife Debbie for 32 years. Their daughter Lily attends Northern Arizona University on an academic scholarship.
After establishing wealth management practices for two firms, Scott has joined Cambridge Financial Group, LLC to head up the Wealth Strategies Division. As a fee-only independent advisor, Scott's efforts are focused on helping a select group of clients enhance their financial situations by simplifying the complexities of their lives, so they can achieve their goals.
Scott has been a licensed CPA since 1985 and earned his MBA in Finance from the Eller College of Management at The University of Arizona where he studied Modern Portfolio Theory. He is a Certified Financial Planner™. Scott is also a member of the Tucson Tax Study Group, the Southern Arizona Estate Planning Council, the University of Arizona-Eller College Associates, and the AICPA.
Scott has been married to his wife Debbie for 32 years. Their daughter Lily attends Northern Arizona University on an academic scholarship.
We are members of the Alliance of Cambridge Advisors which gives us a large back-office of expertise. We also work closely with CPAs, estate planning attorneys, elder care attorneys, and risk management experts to ensure your plan is accurate from a tax, legal, and risk-minimized perspective. We will often coordinate meetings with your CPA and attorneys to ensure that all advisors are on the same page and focusing on what's right for you.