Scott Leise
Portfolio Manager
Education and Professional Background:
Scott Leise is Co-Founder and Portfolio Manager at Sanders Retirement Planning. Scott previously worked in various roles at Callahan Financial Planning gaining valuable experience in managing client portfolios focusing on tax optimization and financial planning opportunities for various stages of life. He obtained his Bachelor of Science in Business Administration (Magna Cum Laude) with concentrations in Investment Science and Portfolio Management, Economics, Banking and Financial Markets, Corporate Finance, and Business Analytics. He has also passed Level 1 Chartered Financial Analyst (CFA) Exam in August of 2023.
Personal Background:
Scott was born and raised in Omaha, NE. From the very beginning his parents and siblings have instilled many midwestern values such as hard work, integrity, compassion, giving more than you take, and ensuring you treat everyone with respect. When Scott isn’t working it is highly likely you can find him on the golf course or traveling to play golf and enjoy the natural beauty of the world (experiences > things). He also enjoys spending times with friends and family, and volunteering, mainly teaching financial literacy.