Scott Coles ChFC, CLU

Founder & Wealth Advisor
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Pioneering the evolution of wealth management since the early 80s, Scott Coles is the founder of WMBC and co-founder of Human Wealth™. As a trusted advisor for both clientele and industry professionals, Scott has earned his 40+ years of experience.

“I look to bring the human element to the forefront of every decision,” Scott explains, “when we take into account a person’s emotions we can better understand their behavior and then develop financial systems that are aligned with how they are moving about the world.”

Through the Human Wealth™ method, Scott is able to create financial strategies that support a person in living autonomously and with purpose. He looks forward to empowering other financial professionals with Human Wealth™; transforming the way wealth planning and building are approached globally.

Scott invests time every month supporting charitable causes and mentoring others.

As a proud father, grandfather, husband, and friend, Scott enjoys meaningful activities, such as exercise, water sports, travel, and watching the sunrise – just about anything that includes friends and family.

Credentials and Career Highlights

• Series 7, 66, 63, & 24
• Health & Life Insurance license
• Charter Financial Consultant (ChFC)
• Chartered Life Underwriter (CLU)
• Complex Estate & Tax Planning Specialist
• Founder of Colwin Financial Insurance Services, Inc
• Past Board of Directors Member of Strive
• Former Radio Show Host of “You and Your Money” 640 AM
• Past Board Member of Hawkeye Wresting Club
• Former Board of Directors Member for Zaytoon International