Scott Underwood
Login to view DISC.Scott Underwood is the Founder & CEO of Socium Advisors, an 8x Barron’s Top 1200 honoree and Forbes Best-in-State professional. A University of Iowa alumnus holding CFP®, CLU®, and ChFC® designations, he focuses on integrating insurance with fiduciary advice. His firm champions genuine partnership and client-centric, outcome-based planning.
Scott lives in Bath, Ohio, with his wife, Megan, and their four children. He is deeply involved in his community, dedicating his time to coaching his childrens sports teams. Outside of family and community commitments, Scott is an avid golfer.
His firm, Socium Advisors, supports numerous non-profits, including the American Cancer Society, Lydias House, and Ronald McDonald House Charities.
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