Get to know


Scott Vlahon

Financial Advisor

Scott prides himself on his ability to relate to clients and help them put financial plans into place to help get them to retirement and beyond.

After graduating from Central Michigan University in 2002, Scott spent seven years as a television sportscaster in Mississippi. He decided to give up the anchor desk and enter a field where he could be much more helpful to people. He began his financial services career in February 2009 at Capital Preservation Services in Mississippi, later joining Bulman Wealth Group.

The financial world can be complicated, but Scott helps make it easier for his clients to navigate the ever-changing climate surrounding it. His flexibility as an independent agent also allows him to help find the best fit for his clients and ensure he works for them.

Scott and his wife, Julie, have two children, Jordan and Siena. In his free time, Scott enjoys spending time with his family, watching basketball and soccer, and listening to music.

Ready To Take


What do you want your retirement to look like? What are your biggest concerns? What are your dreams? Our 30 min call is designed to answer your biggest concerns about retirement while creating a clear vision of what it could look like.

Or give us a call at 916.458.8199