Scott holds a Certified Fund Specialist™ (CFS™) designation with a Certification in Alternative Investments. As a third-generation financial professional with over 20 years of experience in the financial services industry, Scott started as a wholesaler in Denver for one of the largest Insurance Marketing Organizations in the country. Later, he went on to help start and grow other financial firms, including a Broker-Dealer and a few Registered Investment Advisors. Rapid success came from working closely with financial advisers and intensely focusing on not just case design assistance, but from introducing a more business consultant, team-oriented, and adviser-centric service model approach…something nobody else in the industry offered at the time, that had advisers’ practices soaring. This philosophical approach remains the foundation of PanthRex’s service model today.

Scott holds a Series 65 investment license and Life and Health Insurance licenses, also previously holding Series 7 and 63 FINRA licenses. Scott also holds a Certified Fund Specialist™ (CFS™) designation and a Bachelor’s degree in Corporate Communications from Texas A&M University, with a focus on Business and International Relations.

Cherre has always believed her balanced focus on both processes and forming strong relationships with people has proven to be valuable in her endeavors. Starting with her undergraduate degree in Computer Science and a graduate degree in Information Systems, she has developed a strong corporate track record in Project Management, Business Process Analysis, Computer Information Analysis, and Change Management within the financial and healthcare industries. Her accomplishments in the corporate world include building and managing a team of Business Analysts whose job was to capture/deliver customer requirements for enterprise-wide projects. Her deep passion for process improvements even created a driving force to obtain a Lean Six-Sigma green belt. Cherre eventually left the corporate world for two years to start a successful family-owned financial advisory business with her husband before joining Optivise Advisory Services.

Cherre currently works tenaciously at Optivise in many facets behind the scenes including, operations, new business processing, account processing, tech stack training, adviser technology assistance, and special projects.

She enjoys spending time in Bible study, flower gardening, crafts, walking, traveling, scrapbooking and most importantly time with family – especially her identical twin sister!