Transforming Success into True Significance with Scott Highmark

Financial advisors are uniquely positioned to help investors with their overall financial well-being. They work with their clients to set meaningful goals that go beyond just accumulating money. What are the best ways for advisors to design financial plans that reflect their clients' beliefs, values, and education?

In today’s episode, Tommy talks with Scott Highmark, President and Principal at Mosaic Family Wealth. Prior to founding the firm, Scott held leadership roles at companies such as Morgan Stanley Wealth Management and A.G. Edwards & Sons. As the President of Mosaic Family Wealth, Scott leads the firm’s strategic direction to ensure that it is able to anticipate and respond to clients' needs. He takes pride in leading a team of like-minded, like-hearted, and talented individuals.

Scott talks with Tommy about his transition from an athlete to owning a financial advisory firm, the principles behind founding Mosaic Family Wealth, and how the firm integrates faith, experience, relationships, and legacy into the clients' financial wellbeing.

Key Takeaways