Scott McClatchey is an independent LPL Financial Advisor with Alliance Investment Planning Group, a Carbondale-based investment firm he founded and co-owns together with 6 partners.  Mr. McClatchey specializes in providing financial planning and wealth management services to sophisticated clients requiring complex strategies and solutions, serving as a personal “Chief Financial Officer (CFO)” equipped and ready to help clients solve their financial challenges and meet their life goals.  He formulates institutional-style diversified, asset allocated investment portfolios designed to control risk and withstand changing market and economic conditions.  Scott is passionate about helping people plan for their future and build financial independence.

Scott’s longstanding interest in investing crystallized while attending night classes in personal financial planning shortly after starting his first career in the satellite industry over 25 years ago.  He enjoyed investing as a “hobby” during those years while working initially as a satellite communications engineer at HUGHES Electronics and later as a business and marketing specialist at DIRECTV and XM Satellite Radio.  Even while successfully climbing the corporate ladder to Vice President at DIRECTV, Scott continued to dream of becoming an investment professional and starting his own investment company ‘one of these days’.  Several years later, after getting an MBA and joining Raymond James Financial Services, Scott’s financial services career began to take shape.  With the creation of Alliance Investment Planning Group, his dream has now been realized and his “hobby” is now his ‘day-job’.

Mr. McClatchey has a Bachelor’s and Master’s Degree in Electrical Engineering from the University of Illinois, having graduated with Honors and received an academic fellowship from the state of Illinois to pay for his Master’s program.  He completed his Master’s of Business Administration (MBA) at UCLA while living near Los Angeles and working for DIRECTV.  Scott is a registered securities representative and an investment advisor representative with LPL Financial, allowing him to offer clients traditional commission-based investing services as well as fee-based planning and advisory services.  He is also a licensed life and health insurance producer, offering variable life insurance products, annuities, and long-term care insurance to complement the various investing and retirement planning services offered through Alliance Investments.

McClatchey lives in Carbondale, Illinois with his wife (of 27 years) Kay, children Kyle and Megan, and golden retriever Biscuit.  He is active in the community, having served as president of the Kiwanis Club of Carbondale, president of the WSIU Public Broadcasting Board, and a graduate of Leadership Carbondale.  Scott is passionate about education, having previously served on the Giant City School Board while his children were students.  He enjoys giving talks about money and investments to students, teachers, and educators of all ages.  Scott also writes an investment column for the Southern Business Journal.  Mr. McClatchey was born and raised in Watseka, a small farming town in east-central Illinois.