Scott Voigt (CFA®, CFP®, CPA®)

Scott Voigt focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives
  • Divorce Planning

Planning Specialties

Finances can be complicated and stressful, and, therefore, it’s easy to put them on the back burner. I enjoy walking alongside my clients to help them understand where they are and how to get where they want to be. Helping my clients experience confidence and peace of mind is extremely rewarding.

Clientele:

Federal employees, corporate executives, sales executives, young families, and small business owners.

Additional Information

What events led you to this career?

Getting laid off from the investment banking industry provided me the opportunity to really think about what I wanted to do next. I knew I wanted to work with individuals and make an impact in their lives. I reached out to a childhood friend, Thad Gilliam, about his job in financial planning. I ending up taking a job at his company. A year later, we decided to team up and start Verisail.  The rest is history.

Family info:

My wife, Lindsay, and I currently reside in historic downtown Lilburn. We recently had a baby boy, Landon and a golden retriever, Cooper.  

What are your interests outside of work?

Lindsay and I love to travel. Our desire is to travel to all 50 states and 7 continents. I also enjoy endurance sports. Two of my most proud accomplishments were completing Ironman Canada and running a sub 3-hour marathon. On a nice day, you can find me running trails with my dog, Cooper, playing golf, or landscaping my yard. Recently, I have taken up the hobbies of collecting rare, hard to find bourbons and making craft cocktails. I am also an avid Georgia Bulldogs fan. 

Education

  • M.Acc., University of Georgia
  • B.B.A. Accounting, summa cum laude, University of Georgia

Designations

  • Chartered Financial Analyst (CFA)
  • Certified Financial Planner (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Federal Employee Benefits Consultant (ChFEBC)

Affiliations

  • UGA Young Alumni Association Vice Chair
  • Financial Planning Association
  • CFA Institute
  • AICPA
  • Georgia Society of CPAs
  • Atlanta Estate Planning Council

NAPFA Start Date

October 01, 2018

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This Office

5256 Peachtree Rd Ste 105 Atlanta, GA 30341-2789 Phone: (404) 220-7662

Other Offices

171 Poplar St NW Lilburn, GA 30047-3835 Phone: (404) 220-7662