Northwest Arkansas native, Scott is married to Dianna, and they have three daughters: Kara, Erin and Sophie. Scott graduated from the University of Arkansas in Fayetteville in 1990 with a bachelor’s degree in Finance.
He began his career at Stephens in Little Rock. During his 13 years at Stephens, he was responsible for the financial due diligence, evaluation of management and investment recommendations for a number of prominent publicly-traded companies operating in the retail, transportation, manufacturing and banking industries. Scott was responsible for helping his counterparts at large institutions and mutual funds understand the risk and return potential of the various industries and stocks he covered.
From 2001 to 2006, Scott worked for Samco Capital (Dallas, TX) and then with Sandler O’Neill & Partners, a leading NY-based investment bank for financial institutions. The clients of these firms, fund managers, looked to Scott to provide investment insight into publicly-traded financial institutions in Texas and the Southeastern U.S.
Lindsey graduated from Rogers State University in 2013 with a Bachelor of Science in Business Administration with an emphasis in Accounting. Immediately following graduation she worked for a CPA firm short term before starting her 5 year career at Walmart working in a few different areas (Post Audit, General Accounting, and Intercompany).
Lindsey has always had a passion for budgeting and managing money which led her to Boston Mountain. She fell in love with numbers at a young age and never looked back. Her free time is dedicated to her husband and two children, one of which is a little over a year and keeps them busy. She enjoys cooking/baking, serving at church, and charcuterie. On a perfect day you would find her working away at a local coffee shop.
Katie is a long-time lover of helping individuals meet their financial potential. She uses her combined background in finance, analytics and information technology to create unique financial solutions for clients.
Prior to joining the Boston Mountain team, Katie enjoyed maximizing corporate profitability for Crossmark’s food sampling programs. She worked directly with Sam’s Club and Walmart clientele to create specialized solutions across the U.S. and Canada.
Katie holds a Bachelor of Science from the University of Arkansas and a MBA from John Brown University. She enjoys hiking with her husband and three children as well as kickboxing and growing carnivorous plants.