Key Staff

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Scott Bussy, RICP®

Managing Director & Chief Investment Officer

Email: sbussy@bearingfinancial.com

Scott Bussy founded Bearing Financial Advisors, LLC (“BFA”) in 2002, in fulfillment of his career-long goal to bring institutional- quality financial service to the individual client.

His early years as a lender and underwriter gave him the knowledge he used to help establish one of Wall Street’s first mortgage whole-loan trading desks at Merrill Lynch Capital Markets. Soon after, he worked for a national scale lender, managing pipeline risk (hedging) on over $1 billion in annual production.

Recruited back to Wall Street, he was appointed VP and Associate Director at Bear Stearns & Co. He engaged in private placement and financing transactions for major financial institutions. His focus evolved toward the merger/acquisition markets, and his team collectively moved to Donaldson, Lufkin & Jenrette (“DLJ”) Securities Corp.

Transitioning back to Main Street, he founded a mid-tech business in Dallas, TX, which was purchased in 1997 by a publicly-traded bank holding company headquartered in Memphis, TN. He served a number of terms on the Board of Directors for the Texas Mortgage Bankers Association.

As Co-Trustee of a private trust since 1986, Scott observed a vast difference in the quality and expertise on the retail (individual client) side of business, as compared to his experiences on the institutional side. That imbalance inspired his last and final career change in 1996, when he joined an Austin-based financial planning practice. He received numerous awards for his productivity on the planning side of the business.

Eventually, his practice outgrew the constraints placed on him by a large and inefficient business model, so he established “BFA” according to his concept “to give the ideal client the flexibility they deserve”.

Scott holds a B.A.degree in Business Administration and is a member of GARP (the Global Association of Risk Professionals) and the FPA (Financial Planning Association, Austin Chapter). His active licenses include: Series 6, Series, 7, Series 63 & 65 and Registered Securities Principal (Series 24). He also holds his Group 1 (insurance) license.

He and his wife Elaine are raising their two children- Meredith (17) and Brenner (15) in the hills of Austin, TX.

 

 Kathy Scanlon, CPA, CFP®

 Financial Advisor

Email: kscanlon@bearingfinancial.com

Kathy grew up in a military family, moving from post to post almost every two years, but    settled in Austin, Texas after graduating from the University of Texas, cum laude, with a BBA degree in Accounting.  She practiced public accounting as a CPA for about 11 years,  providing tax and audit services to individuals and small businesses.

She has been a CFO for a global construction company that grew from $18 million in annual sales to over $100 million in less than five years, as well as a small publicly held charitable bingo company, listed on the NASDAQ. As the CFO for these companies, she  was responsible for implementing and administering all employee benefit  plans including  health insurance, the 401K, stock options and stock purchase plans. She also had extensive experience in mergers & acquisitions.

She joined AXA Advisors in February, 2005 as a Financial Consultant, then in 2007, became an independent representative of VSR Financial Services, a registered Investment Advisor, first with a local firm Planning Works, and then with her own firm, Scanlon Financial Services providing comprehensive financial planning and investment advisory services. She joined Bearing Financial Advisors, LLC in November, 2014.

She has been the District 3 Director for Pedernales Electric Cooperative, the largest electrical coop in the country, since 2008, and is a past President of the Board.  She currently serves as the Audit Committee Chair and Vice-President of the Board.

She has four children, one girl and three boys.  She is a volunteer with Family Eldercare, Mobile Loaves & Fishes; Professional licenses include CPA and CFP®, FINRA Registrations: Series 7 & 66, and Life & Health Insurance.

 

Securities and Advisory Services offered through Calton & Associates, Inc., a Broker/Dealer Member FINRA/SIPC.

Bearing Financial Advisors, LLC and Calton & Associates, Inc. are independent, non-affiliated entities.

 

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