Scott Iverson, CFP®, ChFC, CEBS, CRPS has joined the Claris team as an Operations Manager and Investment Advisor. Scott has over ten years of experience in the financial industry and holds several certifications including the CFP (Certified Financial PlannerTM). Scott has a successful history of providing comprehensive financial planning advice for retirement, estate, investment and risk management. At Claris, Scott will lead the day-to-day operations and assist with the advising needs of clients. He holds his Bachelor and Master of Business Administration from Stetson University.
Importance of Periodic Client Review Meetings
Periodic client review meetings play a crucial role in achieving long-term success for both financial advisors and their clients. While clients may understandably feel these meetings are repetitive or routine,
Stan Royer
November 5, 2025
