Page 114 - Mumme Booklet
P. 114

Scott Sweet J.D., CLU ®, CFP ®, ChFC ®, RICP®




















                                         Scott Sweet J.D., CLU ®, CFP ®, ChFC ®, RICP®
                                         Wealth Management Advisor



                                         Scott has been married to Cathy for almost 30 years. They live in
                                         The Colony, TX and recently became empty nesters. They love
                                         traveling, going to concerts, playing games, and watching their
                                         daughters in their role as cheerleaders. Scott implemented the
                                         WatchDOGS (Dads of Great Students) in multiple local schools,
                                         and is a lifetime PTA member. He’s also active in the children’s
                                         ministry at Bent Tree Bible Fellowship. He enjoys rooting for his
                                         alma mater, doing color commentary for the Plano West Varsity
                                         Football team on internet TV, losing balls on the golf course, and
                                         learning.


                                         As a former accountant and “recovering attorney”, Scott was a
                                         client first before deciding in 1998 to build his own wealth
                                         management practice. With the professional designations of
                                                                         ®
                                         Chartered Life Underwriter (CLU ), Chartered Financial
                                                          ®
                                         Consultant (ChFC ), Retirement Income Certified Profession
                                               ®
                                         (RICP ), and the CERTIFIED FINANCIAL PLANNER™ (CFP )
                                                                                                     ®
                                         professional certification, Scott takes great pride in helping
                                         individuals and businesses understand their needs and
                                         objectives. Whether it involves investments, insurance, or
                                         employee benefit packages, Scott and his team welcome the
                                         opportunity to become a strategic financial partner for you, your
                                         family and your business. He currently is a Board of Governors
                                         member of the North Dallas Estate Planning Council, and was a
                                         former Board Member of the Dallas Estate Planning Council.
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