Scott Mendelsohn

CLU, ChFC, CASL, LUTCF

Focus Areas

Investment Management

Comprehensive Financial Planning

Life, Disability Income, and Long-Term-Care Insurance

About the Financial Advisor

Scott looks at his client’s financial situations through their perspective to determine what objectives to set and how to help them successfully meet their goals.   

He serves his clients by educating them and ensuring that they have a full understanding of the strategies being implemented to help them preserve their future and financial goals in this ever-changing economic landscape.  

Education and Designations

• University of Wisconsin-Madison, Bachelor’s Degree, Economics
• CLU – Chartered Life Underwriter  
• ChFC – Chartered Financial Consultant 
• CASL – Chartered Advisor for Senior Living 
• LUTCF – Life Underwriter Training Council Fellow 
• Series 6, 7, 24, 51 & 63 

Personal Life

Scott and his wife Christine reside in Glendale and are proud parents of Cole and Olivia. When not spending time with his family, Scott is an avid sports fan and golfer.