Scott Keipper, CPA/PFS

Private Client Advisor

Scott joined Highland Investment Advisors in July of 2024 as an investment advisor representative after serving clients, primarily in the healthcare industry, for 34 years as a shareholder at Professional Management of Milwaukee, Inc. Prior to that, he served two years as a tax accountant for Arthur Andersen in Milwaukee.

His background as a CPA, trusted financial planner, and investment advisor exposed him to many issues and enabled him to develop effective solutions for his clients. He works collaboratively with other Highland professionals to manage client portfolios with a focus on helping clients make tax efficient decisions. He enjoys working with client profit sharing/401(k) plans and especially likes his role of educator to employees and the sponsors of those plans. He helps them understand the need to save more money and understand the nuances of their company retirement plans.

His many years of tax return preparation experience enable him to quickly understand a client’s overall tax picture and allows for creative multi-year planning. Scott is able to assist clients in understanding their estate tax situations and helps them utilize proven gifting strategies to minimize transfer taxes.



He enjoys working with various financial planning software tools to assist clients with respect to spending in retirement to live their best lives. Scott enjoys working with the rest of the Highland team and leveraging our individual talents to create great financial outcomes for our mutual clients.