Scott R. Leise

Client Service Associate

“The only person you are destined to become is the person you decide to be.”

– Ralph Waldo Emerson

Education

  • University of Nebraska – Omaha – BSBA – Business Finance, Banking and Financial Markets, Investment Science and Portfolio Management (in progress)
  • Chartered Financial Analyst Charterholder – 2020 Level I (Candidate)

Professional Background

  • Volunteer – The Salvation Army
  • Banking and Finance Educator – Omaha Home for Boys

Achievements

Team

  • Top Next-Generation Wealth Advisors – 2018 (Forbes Magazine)
  • Favorite Financial Planning Firm Finalist in Omaha’s Choice Awards – 2016 (Omaha World-Herald)
  • Best Financial Advisor Office of the Big O! – 2015 & 2016 (The Reader)
  • Best Financial Planning Firm – 2013, 2014, & 2016 (B2B Omaha Magazine)