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Our Team

Our team has years of experience in financial services.

We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.

David A. Scott

CPA/PFS

(361) 524-5416

(361) 524-5418

David.Scott@ScottFinancial.biz

David began his career in public accounting in Memphis, TN, in 1977, working for a large local CPA firm. In 1988 he founded the accounting firm Scott & Pohlman, P.C. After managing and growing the practice for over fifteen years, he...
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Rebecca (Becky) Koranek

Registered Assistant

(361) 524-5416

(361) 524-5418

Becky.Koranek@ScottFinancial.biz

Becky is a Registered Assistant with Scott Financial Services, Inc. She holds FINRA Series 6, 7, 63, and 65 licenses as well as her General Lines Insurance license. She has worked in the financial services industry for the past 20...

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Elizabeth Odom

Registered Assistant

Elizabeth.Odom@ScottFinancial.biz

Liz is a Registered Assistant with Scott Financial Services, Inc (via SagePoint Financial, Inc.), holds FINRA Series 7 and 63 licenses, and has worked in the securities industry for over 20 years.  She moved ...

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"Helping people set and reach goals is the best part of working in the financial industry. Working with families to provide guidance and support with their financial planning needs now and in the future is what makes our personalized service so important. No two people or families are exactly alike, and we enjoy working with each  client to provide a level of service they cannot receive anywhere else.”

Client Centered

Each client is unique. Our personalized service focuses on your needs and helping you reach your goals. We look forward to working with you and developing a long-term relationship.

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