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Scott Bosch, MBA

Scott Bosch, MBA

Financial Advisor/Certified Plan Fiduciary Advisor

(952) 210-0278

scott@stcroixwm.com

As a trusted financial advisor, my mission is to create life-long partnerships with my clients and their family.  Together we will define and prioritize your financial and personal goals; implement them into your Financial GPS and determine a clear path forward. I will be with you every step of the way, during the good times and the bad, keeping you on track to a successful financial future.

I was born and raised in North Dakota. I spent the first fourteen years of my life in Minot and moved to the small town of Bowbells, North Dakota, my freshman year in high school. Living in a small town I learned to appreciate a community where everyone knows each other. After high school I returned to Minot, ND where I attended Minot State University. After college I moved to Minneapolis, Minnesota where I met my beautiful Wendy. We currently live in Tower, MN on Lake Vermilion and have 3 children: Harrison (wife Rylee), age 28, Alexandria (fiancé Kelvin), age 25 and Mathias, age 21. Harrison is currently living in Tampa Bay, FL and working for Fisher Investments as a Portfolio Counselor. Our daughter, Alexandria, works as an Interior Designer in Edina, MN. Mathias, our youngest, is a junior at Iowa State and is studying Financial Counseling and Planning. Both boys are following in their dad’s footsteps and working in the Financial Services industry.

I graduated from Minot State University, where I received my Bachelor of Arts in Business Administration and Finance. In 1997, I went back to school and obtained my Master of Business Administration from the University of St. Thomas. For over 20 years I have worked in the corporate financial world as a Senior Director of Finance and Vice President of Finance for several large corporations. This experience has given me the knowledge and a strong framework to partner with businesses and their owners, creating solutions to continue to grow their successful business and create a legacy for their family. In 2021, I received my Certified Plan Fiduciary Advisor designation to fully provide guidance on employer sponsored plans such as 401k's and 403b's.

In 2015 my life changed course when my younger sister was diagnosed with Stage 4 Melanoma Cancer. It was hard to watch my younger sister and her family go through the emotional and physical challenges of cancer. It gave me time to reflect on what was important to me and I decided to make a change in my life. I wanted to spend more time connecting with people and forming relationships that are meaning full, while being able to spend quality time with my family and being there for our kids. I went back to school to earn my Uniform Combined State Law Examinations Series 66, General Securities Representatives Series 7 registration, along with the Minnesota Life and Health Insurance License. I enjoy partnering with the team at St. Croix Wealth Management and working together to help you navigate life’s journey.