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


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

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...

Read more

Ev Hurley

Administrative Assistant - Client Relationship Manager

(713) 690-7210

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.

Read more

Jessica Scott

Office Manager

(713) 690-7210

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,...

Read more

Claudia Palomo

Executive Assistant

(713) 690-7210


A native Houstonian, Claudia joined the team at Pre-Emptive Financial in June of 2021.

Read more

Have a Question?

Thank you! Oops!