Kyle Scott is a CFP® with 20 years of industry experience, currently serving as principal of Kyle S. Scott Financial Planning, Inc. in Fort Collins, CO. He previously worked at Centaurus Financial, Inc. for nine years. Outside of advising, he is an independent insurance agent. Kyle S. Scott Financial Planning, Inc. provides portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm uses a combination of model portfolios and customized allocations, employing fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary management without requiring a minimum account size.

Erin Coatney is a financial advisor at Kyle S. Scott Financial Planning, Inc. in Fort Collins, Colorado, holding a Series 65 credential with seven years of industry experience. She has been with the firm since 2017. Outside of her advisory role, she is also an independent insurance agent. Kyle S. Scott Financial Planning, Inc. advises individuals, charitable organizations, and business entities, offering both discretionary and non-discretionary portfolio management as well as standalone financial planning and consulting services. The firm manages approximately $63 million for around 186 clients, tailoring portfolios through a combination of model portfolios and customized allocations while employing a range of investment strategies including fundamental, technical, and cyclical analysis.