Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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Scott McPheeters CFP®
Branch Manager
My Background
My career in financial services began in 2005 after graduating from Calvin College. Early in 2021, after 15 years with another firm, I joined Benjamin F. Edwards and in 2023 I joined Todd Brandstadt and Debbie Tallman as a partner on the Omada Wealth Advisors team. Sandy Williams, Senior Registered Financial Client Associate, and Jaela McQuillan, Financial Client Associate, work with us to fulfill client goals and objectives. We enjoy partnering with our clients and their other trusted advisors to define financial goals, develop strategies to reach these goals, and regularly review our progress. As a commitment to serving my clients, I satisfied the education, examination, experience, and ethics requirements for the CFP® certification in 2022.
I have been married to Heidi for 19 years and we have two children, Ellery (10), and Graham (8), and a goldendoodle, Sadie. Outside of the office, our family can most often be found enjoying the outdoors- spending time at the family cottage, boating, biking, and running in the summer months, and embracing northern Michigan’s ski hills during the winter.
Phone 616-591-5076
Toll Free Phone 844-974-3001
Check the background of this investment professional on FINRA’s BrokerCheck