Scott Coles

President & Wealth Advisor

Pioneering the evolution of wealth management since the early 80s, Scott Coles is the founder of WMBC. As a trusted advisor for both clientele and industry professionals, Scott has earned nearly 40 years of experience which serves as a dynamic platform for himself and his team to draw solutions and opportunities from.

Bringing the human element to the forefront of each and every decision, Scott recognized the need for Human Wealth Planning™ that brings comprehensive value to the lives of those he serves. Throughout the years, his motivating factor has been the fulfillment he receives from connecting with others and providing true value to their lives which has a dynamic ripple effect on those around them. With a dedicated interest in each person and their respective goals, Scott is able to advise and strategize synergistic steps to get each person to the place of financial freedom they desire.

As a champion for service driven work, Scott invests time every month supporting charitable causes and mentoring others. He is committed to seeing the evolution of those around him, and knows the power of one on one connection fueled by integrity, heart and soul. As a proud father, grandfather, husband, friend and advisor, Scott looks forward to seeing Human Centric Wealth Planning™ take flight in the industry, and transform the way financial planning and wealth building is approached globally.

Credentials, Career Highlights and Community Interests
– Charter Financial Consultant (ChFC)
– Chartered Life Underwriter (CLU)
– Specialist in Complex Estate and Tax Planning
– Founder of Colwin Financial Insurance Services Inc
– Former Radio Show Host, “You and Your Money”, 640AM
– Seminar and Workshop Host
– Actively Supports: OC and Second Harves Food Bank, Habitat for Humanity, youth sports programs, Boy Scouts of America, and Christian church services.
– Founder of Hawkeye Kids Wrestling Club
– Former Board of Directors Member for Zaytoon International

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