Scott Tarkington, CIMA

Scott Tarkington is a Senior Financial Advisor with more than 15 years of industry experience, including over a decade at J.P. Morgan before joining his current firm. He became a financial advisor to help individuals and families navigate complex markets and retirement planning challenges, finding purpose in helping clients understand their options and confidently pursue their goals.

Scott is known for his clear communication, attention to detail, and planning‑forward mindset that integrates tax‑efficient strategies and the robust capabilities of eMoney®. As a Certified Investment Management Analyst® (CIMA®), he leverages advanced training in portfolio construction, risk management, and due diligence to align investment strategies with each client’s long‑term wealth plan. This expertise also supports his work as a behavioral coach—helping clients stay disciplined through market cycles, avoid emotional decision‑making, and remain focused on the strategies most likely to help them reach their goals. By combining rigorous analysis with practical, real‑life guidance, Scott delivers advice that is both thoughtful and deeply grounded in client priorities.

Outside the office, Scott enjoys golf and hunting and is actively involved in family life with his wife, Mikki, and their three children—Florence, Calvin, and Maxwell. He values building strong relationships and brings that same commitment to the clients and communities he serves.