dave@sunriseadvisors.com
David has professionally managed money since 1975. In 1993, he established Sunrise Advisors, Inc., an independent, fee-only Registered Investment Advisor, on the belief that clients deserve premier, unbiased
guidance and investment advice from their wealth advisor.
From 1972-1975, David served as an officer in a commercial bank holding company in the Kansas City metropolitan area. From 1975-1993, Mr. Scott was a registered representative and Vice President of Merrill Lynch, E.F. Hutton, and B.C. Christopher Securities.
He has received the Chartered Retirement Planning Counselor
SM (CRPC®) designation and the Accredited Asset Management Specialist
SM (AAMS®) designation from the College of Financial Planning.
Education:
Bachelor of Science (B.S.), Business Administration/Finance, Univ. of Missouri, Columbia, MO, 1972.
sam@sunriseadvisors.com
Sam began working with Sunrise Advisors, Inc. in 2001.
He has attained the status of a NAPFA-Registered Financial Advisor from The National Association of Personal Financial Advisors (NAPFA), the highest distinction for comprehensive, fee-only wealth advisors. Sam is also a CERTIFIED FINANCIAL PLANNER™.
Education:
Bachelor of Arts (B.A.), Economics, Rice University, Houston, TX, 2001.
Bachelor of Arts (B.A.), Managerial Studies, Rice University, Houston, TX, 2001.
walsh@sunriseadvisors.com
David joined the Sunrise team in 2011.
He came to Sunrise Advisors from the corporate department of Husch Blackwell, LLP, a global law firm. In his prior duties, David counseled public
and private companies in more than $1 billion in mergers, asset sales and acquisitions, business transactions, and asset protection issues.
In addition to his role in Sunrise’s ‘family office’ division, he also serves as the firm’s general counsel.
Education:
Juris Doctor (JD), Notre Dame Law School, South Bend, IN, 2001.
Bachelor of Science (B.S.), Pre-Professional Studies, Univ. of Notre Dame, South Bend, IN, 1998.
sarah@sunriseadvisors.com
Sarah began her employment with Sunrise Advisors in February of 2007.
Sarah's background in economics and as a Registered Nurse (RN) provides an invaluable resource for our legacy, elderly, and Trust clients. Her addition enhances the reliability and continuity of our service.
She has been an Investment Advisor Representative since 2007.
Education:
Bachelor of Science (B.S.), Economics, The Wharton School, University of
Pennsylvania, 2001. Bachelor of Science (B.S.), Nursing, University of Pennsylvania, Philadelphia, PA, 2001.
tim@sunriseadvisors.com
Tim joined Sunrise Advisors in July of 2009.
Previously, he worked as a registered representative for a broker-dealer for 15 years, and served as director of financial planning for his firm. While not actively practicing law, his experience as a financial advisor and attorney enables him to work effectively with our clients' other professionals to ensure the right financial and wealth-transfer solutions are in place. Tim is an Investment Advisor Representative.
Education: Juris Doctor with Distinction (JD), University of Missouri, Kansas City Law School, 1991
Bachelor of Arts (B.A.), Computer Science, University of Missouri, Columbia, MO, 1984
