D. Scott Bogie

For more than 30 years, Scott Bogie has helped successful individuals, families, business owners, and retirees navigate complex financial decisions with confidence. Scott believes he is known for his personalized approach and commitment to long-term relationships, Scott works closely with clients to develop tailored wealth management strategies designed to preserve, grow, and transfer wealth across generations. Scott specializes in comprehensive wealth planning, investment management, retirement income strategies, estate planning coordination, and risk management. His objective is simple: help clients make informed decisions that align with their goals, values, and vision for the future. Since beginning his financial services career in 1994, Scott has guided clients through multiple market cycles while maintaining a disciplined, long-term investment philosophy. His extensive experience enables him to provide thoughtful guidance during both periods of opportunity and uncertainty. A graduate of Southern Methodist University, Scott holds numerous securities registrations and insurance licenses. Throughout his career, he has remained dedicated to delivering a high level of service, integrity, and professional excellence. Scott and his wife, Lisa, reside in Prosper, Texas, and are proud parents of two sons, Bryce and Garrett. Outside the office, he enjoys traveling, golf, and spending time with family and friends. Scott believes that successful wealth management begins with understanding what matters most to each client. By building trusted relationships and providing personalized advice, he helps clients pursue their financial goals with clarity and confidence.