Scott Iverson, CFP®, ChFC, CEBS, CRPS has joined the Claris team as an Operations Manager and Investment Advisor. Scott has over ten years of experience in the financial industry and holds several certifications including the CFP (Certified Financial PlannerTM). Scott has a successful history of providing comprehensive financial planning advice for retirement, estate, investment and risk management. At Claris, Scott will lead the day-to-day operations and assist with the advising needs of clients. He holds his Bachelor and Master of Business Administration from Stetson University.
Investing in the New Year: Remain Disciplined and Stick with the Plan
While 2022 was a down year for markets, 2023 has started with a bang. As anyone with experience investing in the capital markets will tell you, we will have years
Stan Royer
January 20, 2023
