Scott C. Grove 

Wealth Preservation and Transfer

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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Pablo Fernandez

Christa Albright
Partner, Financial Planning and Operations

Linda Mooney Norrie
Partner, Financial Planning and Operations

Alvaro Munoz 
Partner, Business Development

Laura J.Rodriguez
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Ivan M. Illan
Partner, Investment Management