Complete financial planning & Service

Our Story

The story of Scott-Prosser Financial Group began in 1983 when Eric Scott began his professional journey as an insurance agent. His time in that field sparked a realization: a more comprehensive and holistic approach was essential to truly support his clients. This revelation led to the creation of Eric Scott Financial, grounded in the principles of thorough planning, consistent communication, and using the power of storytelling. The inception of Eric Scott Financial marked a shift towards a more integrated approach to financial services, a vision that evolved and strengthened over time.

Katie Prosser joined Eric Scott Financial in 2011, embodying the values and dedication Eric championed. Her commitment to offering unparalleled service and tailored solutions was instrumental in Eric Scott Financial’s evolution. Together, with the help of their incredible team, Eric and Katie were able to create “The Financial House,” an all-inclusive way of looking at financial and retirement planning.

In 2024, Eric Scott, president and founder, passed away after a 10-month battle with pancreatic cancer. Prior to his passing, he and Katie Prosser sat down to discuss their vision for the future of the company. From these conversations, they rebranded Eric Scott Financial to Scott-Prosser Financial Group. This new chapter for the company is marked by a commitment to an all-encompassing approach to financial planning.

Scott-Prosser Financial Group’s methodology, “Your Financial House, Custom Designed,” aims to ensure no detail of a client’s financial plan is overlooked. As the firm looks to the future, embracing new technologies and evolving with the industry remains a priority, aiming to enhance accessibility and service for their clients.

Under Katie Prosser’s leadership, the team at Scott-Prosser Financial Group collaborates closely, dedicated to helping clients achieve their financial goals and enjoy a fulfilling retirement. Our financial architects and support staff operate with a fiduciary commitment, placing your best interests at the forefront of all we do.

Connection

We hear you! Every client receives a custom-made plan, crafted just for them. Together, we apply the latest in financial planning strategies to meet your financial needs and goals.

Education

A key part of our role as financial ADVISORS is teaching our clients and keeping you informed. We’re committed to keeping you up-to-date with the newest laws and updates.

Service

Providing top-notch service to our clients is our top priority. We aim for lifelong relationships, focusing on your comfort and assurance that we’re always here to support you with your needs.

Meet Our Team

Eric Scott

Eric Scott

Founder

Katie Prosser

Katie Prosser

President, Investment Advisor Representative

Sherri Scott

Sherri Scott

Office Operations Manager

Liz Flau

Liz Flau

Client Service Administrator

Paul Scott

Paul Scott

Content Manager

Terri Stump

Terri Stump

Client Service Administrator

Sally Jacobson

Sally Jacobson

Administrative Assistant

Start Your Journey Today!

More Information

Learn more about our process, our services, who we are, and what we can do for you.

WE’D LOVE TO SIT DOWN WITH YOU AND HEAR WHAT YOUR FINANCIAL QUESTIONS AND RETIREMENT GOALS ARE.

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