Scott G. Walloch, CPA, CFP®

Managing Advisor
BKD Wealth Advisors, LLC
Indianapolis

 

Scott provides consultation to clients on investment management, tax, retirement, insurance, estate and education planning strategies.  Scott also is knowledgeable in matters specific to employer sponsored retirement plans, providing consultation to plan administrators. 

Before joining BKD Wealth Advisors in 2009, Scott was a senior financial consultant at a financial advisory firm where he advised small business owners on matters of taxation, debt management, cash flow analysis, retirement and estate planning, insurance and business acquisition/succession planning.  He also spent more than three years in the audit practice at a national accounting firm.

Scott is a Certified Public Accountant, Certified Financial Planner™ and Registered Investment Advisor.  He is a member of the American Institute of Certified Public Accountants, Indiana CPA Society and Finance Committee of NPower Indiana. 

Scott is a 2000 graduate of Valparaiso University, Indiana, with a B.S. degree in accounting and marketing.