Scott R. McMillian, CPA, CFP®

ddale@sendero.com

The founding philosophy of protecting and caring for families as if they were our own continues today and is embodied by the entire Sendero team.  Scott and Fred knew the importance of creating a firm that would offer distinct, conflict-free stewardship strategies. Scott has focused on molding a team that challenges consensus views and rewards independent thinking.  He encourages teams to be unconventional and yet strategic in their thoughts.  In this way, Sendero is actively securing a pathway to move your legacy forward.  Scott is dedicated to asking pertinent questions of clients, in order to better serve them rather than selling them products. “I have learned more over my career by taking the time to have honest conversations.  It’s easier to serve a client when you listen to them!”

 

Work Background

  • (August 2017–Present) Chairman & Founding Partner, Sendero Wealth Management
  • (2008-2017) Chief Executive Officer & Founding Partner, Sendero Wealth Management
  • (1998–2008) San Antonio Office Branch Manager, Redstone Consulting
  • Former Manager, Arthur Andersen Personal Financial Planning
  • Assistant Beekeeper and Grocery Sacker

Education, Volunteer, and Award

  • MS Accounting, Texas A&M University
  • BBA Accounting, Texas A&M University
  • Series 7, 24, 53, 63, 65, and 99 licenses
  • Certified Public Accountant
  • Certified Financial Planner
  • Investment Chair, Aggie Park Endowment
  • Former Board Member, Entrepreneur Organization
  • Former Regional Chair, Entrepreneur Organization
  • Five Star Advisor Award

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