Scott D. Cheshire, CRPC
Wealth Management Advisor
Scott began his career in Financial Services in 1998 working in a local bank including several management positions. He received his Life Insurance License in 2000 while working as a Property and Casualty agent. In 2002 after getting Securities Registered he joined Jim Barlow Advisors where he was part owner until purchasing the business with Darin Arnell in 2017. In 2019 Jim Barlow Advisors and Planning Pathways (Murray, UT) teamed up to create PLAN 4 WEALTH where he is part owner and branch manager of the Layton, UT office today.
Scott graduated from Weber State University with a Bachelor's Degree in Business Management in 1998. He has Series 7, 63, and 65 Securities Registrations as well as Life, Health, and P&C Licenses. Scott also maintains a CRPC (Chartered Retirement Planning Counselor) Designation and focuses on building long-term relationships with individuals and families, including small business owners. He places emphasis on Life Insurance Products, as well as 401k's, IRA's, and Legacy Planning.
Scott enjoys assisting clients with setting and monitoring their financial goals. He also enjoys helping to keep them informed about the latest Investment and Insurance products that may be the best tools to help accomplish their goals.
Scott lives in Layton, Utah with his wife, Casey, and their four children. He is actively involved in church and community service. He also enjoys most sports and gardening.