Scot Roche

Scot Roche

Partner, Private Wealth Manager at Creative Planning LLC
Rockford, Illinois, United States

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Work Experience

Creative Planning

Partner, Wealth Manager

2022-10-01 - Present

Wipfli Financial Advisors

Principal / Regional Director

2010-11-01 - 2022-10-01

Lindgren, Callihan, Van Osdol & Co., Ltd.

Executive Officer

2002-08-01 - 2010-10-01

Skills

comprehensive wealth management financial planning investment management estate planning & trusts strategic tax planning retirement planning insurance risk management business owner services retirement services international institutional

Languages

English