SC

Founder & Wealth Advisor

Scott Coles

ChFCCLUSeries 7, 66, 63, 24
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About

Scott has pioneered wealth management evolution since the early 1980s. As founder of WMBC and co-founder of Human Wealth™, he brings over 40 years of experience serving both individual clients and industry professionals.

His approach centers on understanding the emotional dimension of financial decisions. "I look to bring the human element to the forefront of every decision," Scott explains. He develops financial systems aligned with each client’s lifestyle and values — not just their portfolio targets.

Scott founded Colwin Financial Insurance Services, Inc. and served as host of "You and Your Money" on 640 AM radio. His board service includes Strive, Hawkeye Wrestling Club, and Zaytoon International.

I look to bring the human element to the forefront of every decision.

Scott Coles

Background & Credentials

  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • Complex Estate & Tax Planning Specialist
  • Series 7, 66, 63, & 24 licenses
  • Health & Life Insurance license
  • Founder, Colwin Financial Insurance Services, Inc.
  • Former host, "You and Your Money" (640 AM)
  • Past board member: Strive, Hawkeye Wrestling Club, Zaytoon International

Beyond the Office

Exercise, water sports, travel, sunrise watching, and activities with family and friends. Scott is a proud father, grandfather, and husband who actively supports charitable causes and mentors others.

Work with Scott

Start with a conversation about what matters to you.

Meet the Full Team