Scott C. Grove 

Scott leads an advanced planning team and is a joint work specialist who provides consulting on advanced planning matters across the country. Scott’s strengths are delivering solutions to maximize efficient tax and estate planning strategies along with the accumulation and transfer of wealth. He and his team provide proprietary insurance based solutions and are the premier independent corporate trustee advisory practice in the life insurance industry as measured by assets under management of trust accounts and the total number of families served. 

Scott’s clients include but are not limited to affluent families, closely held business owners, executives, professional athletes and entertainers. 

Scott’s industry achievements include being a perennial Management Council qualifier and being recognized as a “Who’s Who under 40”. He is a member of AALU and various estate planning councils around the county. 

Scott enjoys working out, running, reading industry related books, watching movies and spending time with his wife Tracy and daughter Ella. 


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Our talented team is multicultural and multilingual, to help meet the needs of our global clientele.  We encourage you to learn more about us here, and we look forward to meeting you in person.

Pablo Fernandez
Senior Partner

Christa Albright
Partner, Financial Planning and Operations

Alvaro Munoz 
Partner, Business Development

Ivan M. Illan
Financial Advisor

Scott C. Grove
Financial Advisor

Laura J.Rodriguez
Financial Advisor