Broker Check
Scott Mohler

Scott Mohler

Partner | Wealth Manager


To educate my clients so that together we may make the decisions necessary that will give them the financial independence they so desire. This I hope to accomplish by using the resources available to me through a team of professionals with various specialties that will ensure that the decisions my clients make will help address their goals and objectives that will help facilitate financial independence.


• Registered Representative of IFP Securities, LLC
• FINRA Series 7, 63, 65
• Life, Accident and Health Licensed
• BA Degree, University of Pittsburgh, 1994
• Fluent in Spanish

Member, Cross-Bridge Community Church, Past President, CYO-St. Elizabeth Ann Seaton Catholic Church Involvement & Fundraising Assistance,
Comal ISD Foundation
Bulverde Youth Soccer Association
Girl Scouts of America
Soccer for a Cause
Make-A-Wish Foundation of South Texas
Eleanor Kolitz Academy


  • Portfolio Strategies
  • Retirement Planning
  • Business Succession
  • Planning Estate
  • Conservation & Analysis
  • Charitable Giving
  • Life Insurance
  • Health Insurance401(k) & 403(b) Plans
  • Non-Qualified Retirement Planning
  • Traditional & Roth IRA’s
  • Mutual Funds
  • Disability Insurance
  • Long Term Care
  • Insurance Business
  • Overhead Protection
  • College Education Funding

Photos of Scott