B. Scott Mizer, QKA®
Competition – Achiever – Relator – Focus – Individualization
Scott serves as President and Client Advisor of the firm. As President, Scott has broad responsibilities in all areas of practice management within the firm. In his role as Client Advisor, he uses his investment and retirement planning experience to tailor wealth plans for clients. He also serves as Chief Compliance Officer and is a senior member of the firm’s Retirement Plan Services Team.
Scott believes the foundation of successful firms are values that are lived and breathed. The values of Integrity, Teamwork, Humility, Excellence and Enthusiasm are alive, well and part of the everyday culture at The Joseph Group. Scott enjoys helping The Joseph Group Team and Clients “live their great lives” and being part of the firm’s best places to work culture.
Scott is a graduate of Denison University where he majored in economics and computer science. Prior to joining the firm, he established and operated Mizer Financial Services – an independent financial and investment advisory firm. Scott has more than 30 years of experience in the financial planning and investment management industries and, earlier in his career, was with the Huntington Trust Company and Nationwide. He is a member of the American Society of Pension Professionals and Actuaries (ASPPA) and holds the Qualified 401k Administrator (QKA) designation.
Scott and his wife, Grace, live in Westerville, and they are ministry partners of New Life Church. He really enjoys cooking for friends and family, traveling with Grace, and playing golf, which he has a true passion for. Scott hopes to one day take a trip to travel the path of the apostle Paul on one of his mission trips (around the Mediterranean Sea) and says, “It would be fascinating to learn of the history in those locations & learn about how Christianity was spread to the Gentiles. It would be rewarding to fulfill my passions for Christ, travel & history with my beautiful wife Grace!”