Our Qualifications

Scott H. Fortney has realized over three decades of experience in the world of finance. Scott is currently the President of Independent Financial Solutions, L.L.C. He also serves as an Investment Adviser Representative and Registered Representative with Cambridge Investment Research, Inc.

Prior to establishing Independent Financial Solutions, L.L.C., Scott served as a Registered Representative, an Investment Consultant, an Account Executive, and as an Analyst & Financial Advisor for several regional brokerages and to the religious community within the Armed Forces. His expertise and talent have been requested across the nation, as well as throughout the world. His lectures and instructional seminars on financial matters were provided to not only the four branches of our U.S. Armed Forces, but also to the members of both the United Nations and Combined Forces in the Asian/Pacific region and our European counterparts within NATO.

Aware of the need for quality and professional advice for individual investors, Scott shifted his attention from the institutional arena to the private sector in 1991. In the past ten years, he has specialized in long-term fixed-income and equity products. His conservative approach towards managing investments is a priority when seeking growth and income for his clients. With retirement planning as his area of expertise, he focuses his attention to the needs of those clients who are not only nearing retirement and are looking for capital appreciation, but also to clients who are already retired and wish to preserve their principal while trying to achieve a higher return. To fill a need for simplicity when explaining complex economic theories, he developed and authored Take Charge --- Live Well: The Pursuit of Financial Excellence," a comprehensive financial management workshop.

Scott is securities licensed in Arizona, California, Colorado, Florida, Indiana, Kansas, Kentucky, Maine, Massachusetts, Minnesota, Missouri, Nebraska, Oregon, Pennsylvania, Texas, Virginia and Washington. (This shall not be deemed to be a solicitation or offer of securities in states where Scott is not licensed.)

His educational accomplishments include a Bachelor of Science Degree in Business with an emphasis in Finance from Regis University, an Associate of Arts Degree in Business/Finance from the University of Maryland - European Division, and an Associate of Applied Sciences Degree in Business from the Community College of the Air Force.

Scott`s local involvement includes the presentation of educational, financial courses for local corporations, an on-going monthly seminar program at the Colorado Springs Senior Center, and as advisor to several investment clubs from Canon City to Burlington, Colorado. Scott is also a member of the Air Force Sergeant`s Association; the American Legion; the Veterans of Foreign Wars; Past President, Lion`s Club International; and a Docent at the Cheyenne Mountain Zoo.

He and his wife, Karen, reside in Colorado Springs.