Kyle Scott is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 21 years of industry experience. He is the principal of Kyle S. Scott Financial Planning, Inc. in Fort Collins, Colorado, where he has worked since 2017. Prior to founding his firm, he was with Centaurus Financial, Inc. and Waddell & Reed. He is also an independent insurance agent. Kyle S. Scott Financial Planning, Inc. serves individual clients, including high-net-worth households, as well as charitable organizations and business entities. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and consulting, using model portfolios that incorporate multiple analytic approaches and primarily invest in equities, ETFs, and mutual funds.

Erin Coatney is a financial advisor with Kyle S. Scott Financial Planning, Inc. in Fort Collins, CO, holding a Series 65 license and eight years of industry experience. She has worked at Kyle S. Scott Financial Planning since 2017, with a brief period spent traveling and as a full-time student prior to that. Outside of advising, she is also an independent insurance agent. Kyle S. Scott Financial Planning, Inc. serves individual clients, charitable organizations, and business entities, offering both discretionary and non-discretionary portfolio management along with financial planning and consulting services. The firm uses model portfolios aligned to client risk tolerances and employs various analytic methods, primarily investing in equities, ETFs, and mutual funds.