An interview with Scott Eggers, BS in personal financial planning
Where are you from? Where do you live now?
I’m from a very small town in Kansas, Ellinwood, and I currently live in Kansas City, Kansas.
What is your background?
After graduating from K-State in 2007, I moved to Denver, Colorado, to work for TIAA-CREF as a financial consultant. I assisted participants with their 403b plans in a call center environment. This was not for me, so I became an account manager for American Fidelity, where I specialized in employee benefits for K-12 schools in Colorado. I enjoyed this position, but I wanted to work more with investments, so I took on a position as an account manager with Verus Retirement, which specializes in retirement plans and analyzing investments inside a 401k.
What do you do now?
Currently, I’m with Mariner Retirement Advisors in Leawood, Kansas. I am an account manager and I assist with numerous employer retirement plans. I have my series 6 and 63, and I am working towards my series 65.
How has your education in PFP enhanced your current career path?
The education I received in the PFP program set me up for success in many areas of financial planning. With the PFP program on your resume, you are automatically going to interest employers. Our program is set apart from the rest, as the tests we take in the program are similar to the test formats used for licensing with FINRA. I was also more prepared than my peers when it came to simple overall financial health questions – especially those peers with business or finance degrees. With the PFP curriculum you truly have a better overall sense of what should be important to individuals when determining their financial needs.
What recommendations would you make for future financial planners?
My recommendation to future financial planners is to be open to the possibility that you won’t be a CFP…and that’s okay. Our degree has so many applications in the financial services industry. If you are not a people person or feel like being a financial planner is a daunting task, don’t worry – there’s a job out there that fits you and your skills.
What kinds of awards have you received?
I’ve received a national employee of the month, August 2014, at American Fidelity.
What kinds of things do you do in your community?
In my community, I volunteer for Variety KC.
What are your hobbies/interests? What do you do for fun?
I’m a mountain man at heart, so I frequently head to the mountains to ski and hike. I also play on two volleyball leagues and golf whenever I get the chance.