OSTB Wealth Strategies
(on 76th street north east)Financial and Investment Services in Otsego, MN
Financial and Investment Services
The founder and principal of OSTB Wealth Strategies, Scott is an Investment Advisor Representative and licensed insurance agent providing insurance planning, business planning, investment management, and retirement planning to his clients. He attended Concordia College in Moorhead, MN and graduated from Minnesota State University, Moorhead with a B.S. in Education.
Scott began his financial services career in Davenport, IA with the Penn Mutual Life Insurance Company and the Mutual Association for Professional Services (MAPS), working with medical doctors, veterinarians, dentists, CPAs, and attorneys. Over the years, his clients have included members of those professions as well as engineers, architects, pharmacists, chiropractors, executives, and owners of small businesses.
A smaller, yet still significant, portion of his clients are in, or retired from, the building trades or farming. Ed Mounger, Scott’s father, was an engineer at Honeywell and later was a carpentry and drafting instructor at the Minnesota State Technical College, Moorhead, and both grandfathers were farmers, so Scott understands and works well with members of those occupations.