Our Team

Scott D. Scheer, MSFS®, CLU®, ChFC®, RICP®

Scott D. Scheer is a well-known financial advisor, specializing in Business Succession/Exit Planning with Family owned Businesses, Retirement Planning and Legacy Solutions. Scott assists his clients to crystalize their goals and objectives from a personal, business and estate planning perspective.

Scott holds advanced designations such as a Master of Science in Financial Services (MSFS®), Charter Life Underwriter (CLU®), Charter Financial Consultant (ChFC®), Chartered Advisor for Senior Living (CASL®), Certified in Long Term Care (CLTC®) and most recently earned the Retirement Income Certified Professional (RICP®) designation. He also holds Series 6, 7, and 63 licenses with NYLIFE Securities. Scott strongly believes that “You must continue to study in this ever changing business or the business will leave you behind!”

Scott is and has been a Life & Qualifying Member of the Million Dollar Roundtable for the past 15 years. He is a Charter member of the Fox River Lions Club and has held many different board positions with them. He currently is serving as club secretary. Scott also was the first member to receive the Melvin Jones Fellow award from his club. He serves as a board member for the Fox Valley Estate Planning Council, was a past board member of Faith Lutheran Church Endowment Committee and involved in a few other organizations as well.

Scott along with his wife Kim and two daughters Stephanie and Katie reside in the Appleton area. When Scott isn’t assisting clients with their needs, he enjoys traveling, fishing, boating, hunting, making maple syrup and spending time with Family and Friends.


 

Pam Brace, Licensed Service Assistant

Pam joined the team at Vista Financial Strategies in October of 2013. She has over 9 years of experience assisting clients with annuity/life insurance questions and service needs. Pam recently obtained the designation of Licensed Service Assistant. She provides support to Mr. Scheer, performs the administrative tasks for the daily operations of the office as well as communicating with clients and prospective clients.

Pam, her husband Loren and two children, Austin and Courtney live in Oshkosh. Pam enjoys outdoor activities, volunteering at local events, spending time with family and friends and challenges herself to try something new and adventurous each year.