Scott McPheeters CFP^®

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.