Scott Brookes, AIF® knows most plan sponsors initially choose their 401(k) or retirement plan provider based on investments and cost. But he also knows their primary reasons for changing providers are administrative errors, employee communication issues, uncompetitive fee structures and lack of service.
Scott joined SHJ Wealth Advisors in 2007 to provide exceptional, comprehensive retirement plan services for businesses. He works hard to show plan sponsors the value of plan design, compliance, expenses and employee communications in addition to investment management and recordkeeping. Scott enjoys helping businesses research, establish and manage high-quality corporate retirement plans for their employees. He and his team work diligently to do the ‘heavy lifting’ on behalf of their clients. Over the years, Scott has worked with several hundred mid-sized corporations and nonprofit organizations as well as some Fortune 500 companies.
Did you know…Scott enjoys jazz drumming and blues harmonica, loves rugby and windsurfing.
Education & Certifications
AIF®, Accredited Investment Fiduciary
