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.
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.
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.
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
