Senior Business Advisor, Retirement Specialist
As a senior business advisor, Jeffrey Scott delivers comprehensive financial advice to business clients, specializing in retirement solutions including 401(k) plans, employee stock ownership plans (ESOPs), health and wellness programs, payroll, wealth management, insurance, and other services. Jeffrey works closely with experts across Alerus to ensure business clients have access to its full suite of diversified services to meet their financial objectives.
Jeffrey joined Alerus in May 2021, bringing nearly 30 years of experience in the financial industry. He has deep experience in managing large corporate retirement plans and in simplifying complex industry information to provide useful retirement education and financial literacy training for advisors and clients. He holds a bachelor’s degree in economics from St. Cloud State University in St. Cloud, Minnesota. He lives in Plymouth, Minnesota.