GLOBAL EXPERTISE IN YOUR OWN BACKYARD
Growing up in England, Adam Scott's father taught him his first golden rule of investing: "A diversified portfolio must have at least eight stocks". Four years later, his father invested the families' entire life savings in one "sure thing".
And sure enough, it went bankrupt. The family lost everything.
Since then, Adam has looked back with appreciation for the investing lessons his father gave him, and maybe that one most of all: even the smartest people can make catastrophic mistakes handling their finances.
As a result of this experience, Adam developed a fascination for classic investment bubbles: The Tulip Mania of 17th Holland, and The South Sea Bubble in 18th England, both of which ensnared and devastated their respective nations for generations. These lessons remain starkly relevant in the modern economy. Drawn to investment theory, risk management, and investing behavior, Adam studied Economics at Bristol University, the think-tank for Margaret Thatcher's Economic Policy, and the UK leader in the burgeoning field of Monetarist Economic Theory.
Upon graduating with honors, he worked successfully as a Commodities Sugar and Coffee Trader at Donaldson, Lufkin & Jenrette in London. However, upon moving to Los Angeles he switched careers to the Entertainment Industry. In Entertainment, he found there was a great need for informed financial planning and advice. He developed a passion for financial planning: helping others, including successful Entertainment Professionals and Creative’s, manage their financial lives.
Adam became a partner at the LPL affiliated RIA, Westside Investment Management for the next decade. He gained the CERTIFIED FINANCIAL PLANNER™, professional certification as well as the Series 7 and 66 investment licenses.
However, wanting to give clients the rare commodity of conflict free comprehensive advice, without sales of products, and putting clients interest first, Adam and some team members formed their own fee only Registered Investment Advisor firm, Wellacre Wealth Management, LLC and Schwab platforms.
After a lifelong experience of studying market cycles, Adam developed a systematic investment and planning process, that is just as relevant today in preserving wealth as it was in 17th Century Holland.
LEARN MORE ABOUT ADAM'S SYSTEMATIC PROCESS
Nathan Gale is our paraplanner and an expert at using our eMoney financial planning software. Nathan has passed the CFP® exam and received his Master's in Personal Financial Planning from Kansas State University. Nathan began his experience in financial planning while serving in the U.S. Army and Navy, where he counseled many families in the armed forces as the Command Financial Specialist. He also has his Bachelor's in Trumpet Performance from Missouri State University, and as trumpet player has preformed professionally around the world!
Kim’s background delivers over 20 years of experience in Financial Service providing back office support to the various needs of the Independent Financial Advisor. Kim began at MetLife in their Word Processing department in 1995. In 1998 she handled placing stock broker trades and client relations at Kirk Patrick Pettis. In 2004 Kim joined ING’s Variable New Business department, processing life insurance applications and working closely with the underwriting department. Kim has extensive experience working in the RIA space.
Jennifer Chavez is an experienced Client Service Manager and brings a wealth of knowledge with her. She takes pride in providing the best service possible to all of our clients and is always willing to go above and beyond. She has over 15 years of experience in client relationships and office management. Jennifer spent 13 years in the hospitality industry leading successful and award-winning teams. Her time in the hospitality industry transfers seamlessly over to the Financial industry; where she has carried over her expertise of client relationships, organizational skills and an operations mindset.
In addition to her role as a Client Service Manager, Jennifer is an accomplished photographer. She owns her own business; JC Photography & Design. Jennifer is a devoted wife and mother of 5 children as well as two grandchildren.
Fenimore Marsh is our Executive Assistant and handles all of our outgoing marketing, client relationships, communications and day-to-day operations at WellAcre. Fenimore has hands on experience in management for small businesses and a personal drive for finance. Growing up in Los Angeles, Fenimore moved to Puerto Rico at age 16 where he began and ran his own film production company. After growing an understanding of business, Fenimore then moved to Spain to pursue and graduate with a Business Administration degree focused on Microeconomics at the University of Carlos III of Madrid, which is the top-rated business and economics university in all of Spain.
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