About our team

During the last twenty-eight years, Scott Denniston has helped navigate clients’ portfolios through several tumultuous financial storms as well as the smooth sail of a prospering economy. His knowledge and understanding of the market, along with his extensive experience in the industry, have earned him the trust and confidence of his clients.

Scott is dedicated to helping clients pursue their financial goals by understanding their needs, offering sound investment advice and providing unsurpassed client service. He works to correctly match a client’s goals and risk tolerance to an appropriate investment strategy. His expertise is in working with clients’ other trusted advisors to help stay current with the tax-law changes and estate planning strategies as they affect clients and their families.

Scott graduated from the University of California at Berkeley with a degree in zoology. He then earned a MBA degree in finance from the J.L. Kellogg Graduate School of Management at Northwestern University. Scott and his wife, Debra, have been married for over 28 years and live in Tarzana, CA. They recently have become “empty nesters,” with their oldest daughter Kate now living in Boston and their youngest, Rachel, in college in Virginia.