Broker Check

Our Team

Our team has years of experience in financial services.

We are confident that our understanding of personal finance, coupled with our training as financial professionals, enables us to 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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Elizabeth Odom

LPL Registered Sales Assistant

Elizabeth.Odom@ScottFinancial.biz

Liz is an LPL Registered Assistant with Scott Financial Services, Inc., holds, through LPL Financial, the FINRA Series 7 and 63 licenses, and has worked in the securities industry for over 20 years. She moved to Cuero with her husband...

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Rebecca (Becky) Koranek

LPL Registered Sales Assistant

(361) 524-5416

(361) 524-5418

Becky.Koranek@ScottFinancial.biz

Becky is an LPL Registered Sales Assistant with Scott Financial Services, Inc. She holds, through LPL Financial, the FINRA Series 7, 63, and 65 licenses as well as her General Lines Insurance license. She has worked in the financial...

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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 high level of service.”

Client Centered

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

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