Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Team

At Pre-Emptive Financial Services Inc., we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Robert D. Scott, CFP®

Registered Principal

(713) 690-7210

rdscott@sagepointadvisor.com

Robert D. Scott, a CERTIFIED FINANCIAL PLANNER™ professional, has been in the financial services industry for over 20 years. Beginning in Houston as a financial advisor in 1993 he earned his Series 63, 65 and Series 7 FINRA...
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Ev Hurley

Administrative Assistant - Client Relationship Manager

(713) 690-7210

ehurley@sagepointadvisor.com

As our client relationship manager, she is dedicated to making sure clients are efficiently serviced. She has a 15 year tenure at Pre-Emptive. Ev Hurley is not affiliated with SagePoint Financial, Inc.
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Jessica Scott

Assistant

(713) 690-7210

jcscott@sagepointadvisor.com

Began at Pre-Emptive as an intern while attending University of Houston. After graduating in 2013, she joined as an official member of the team and became licensed in Health & Life Insurance. Jessica customer service, marketing,...
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