Scott Barrett, CPA

Scott Barrett, CPA

Controller/Compliance Specialist

Scott joined the Soltis team in October 2021 and is currently assisting the CFO/CCO in all accounting and compliance responsibilities. As a licensed CPA, Scott brings a wealth of expertise to his role and has further enhanced his qualifications by completing his Series 65 certification. He is also in the process of obtaining his CFP and IACCP (Investment Adviser Certified Compliance Professional) certifications, demonstrating his commitment to continuous learning and professional development within the investment industry.

A native of Southern Utah, Scott attended Dixie Middle and Dixie High School, where he met his future wife, before completing his academic journey at Dixie State University with a Masters of Accountancy degree. He is proud to be among the first batch of CPAs produced by Dixie State University and is dedicated to upholding the university’s legacy. Despite the challenging summers, Scott’s love for Southern Utah remains unwavering, with its picturesque sunrises and sunsets holding a special place in his heart.

With professional experience at a large $2 billion/year revenue public company as a financial analyst, Scott has honed his skills in financial analysis and reporting. He also brings valuable insights gained from his time in public accounting, where he meticulously prepared books, financials, and tax returns. Outside of work, Scott enjoys spending quality time outdoors with his wife and two children, indulging in activities such as mountain biking, playing basketball, watching movies, and savoring good food.