Scott Schwalich

Scott Schwalich

Wealth Strategy Associate

As a Wealth Strategy Associate, Scott assists with delivering a premium level of service to clients of Anderson Financial Strategies. He helps with the creation and implementation of client financial plans, and assists with ensuring all clients’ financial strategy needs are addressed.

Scott began his career in corporate accounting at a Medicare advisory firm in Dayton and ultimately became a Medicare advisor delivering Medicare consulting advice.   Scott has always had a strong interest in personal finance, and after helping hundreds of clients navigate the maze of Medicare, decided to pursue a career that would allow him to use his skills to assist clients in all areas of wealth management.  Scott is a graduate of Wright State University with dual degrees in Accounting and Finance and is currently working towards obtaining the Certified Financial Planner designation.

Scott lives in Centerville, Ohio with his wife Emily, two children Owen and Olivia, and dog Titus. Emily teaches English at Centerville High School and Scott is the treasurer for the Centerville Primary Village North School PTO.