Scot Macfarland

Scot Macfarland, CFP®, MPAS™, CEP, EA, AIF®, AIFA, PPC®, ABFP®, has been working with small businesses and families for more than 20 years to help make sense of their financial lives. His experience ranges from executive compensation planning, business retirement plans, partnering with tax professionals on complex estate and tax strategies, and helping individuals and families make the best financial choices for their lives. Raised in Irving, TX, he now lives in the historic neighborhood of Oak Cliff in Dallas, TX, with his family. In his spare time, he enjoys music composition and training for triathlons.