"PROTECTING FAMILIES, BUSINESSES, AND THEIR INCOME"
A leading financial professional with a successful track record in the insurance industry, Scott Leavitt brings over 25 years of full time experience to Gem State Financial Group. Along with his strong leadership skills and attention to detail, Scott has a track record working with both clients and advisors.
Following two years with The MONY Group, he founded the Scott Leavitt Insurance & Financial Services firm in Boise, Idaho. Today, he shares his expertise as a President/General Agent in recruiting, training, and mentoring successful agents with Gem State Financial Group.
Scott has been widely quoted on insurance matters across a variety of publications, including: The Wall Street Journal, Newsweek, INC Magazine, Fox Business, Kiplinger's Business, MSN, Money Magazine, USA Today, Bankrate.com, Yahoo Finance, Business Week and the Spokesman Review. He has also appeared on television and radio programs across the country. He is recognized from coast to coast as a voice of experience in many personal financial and insurance planning matters.
Scott has served as the President of the National Association of Health Underwriters from 2008-2009, and he is two-time President of the Idaho AHU (1999-2000 & 2010-2011). Prior to that, he was the President of the NAIFA-Boise in 2001-2002.
Scott has been honored with the Boise NAIFA "Edward F. Glennon Award of Excellence for Lifetime Achievement" in 2005, the Idaho AHU "Dave Isern Lifetime Achievement Award" in 2000, and was presented with the "Scott Leavitt Service Award" by the Idaho AHU in 2010. He has received the NAIFA Sales Achievement Award and is a Lifetime Member of the LPRT. Scott holds his FINRA Series 6, 63, 65 & 7 Securities Licenses.
Scott is married to his wife, Amy, with whom he has four children and four grandchildren. His hobbies include bowling, racquetball, watching college football, and spending time with his family.
Michael Patrick is a senior wealth advisor with a long history of helping clients navigate to their dreams and financial future. After serving 22 years in the US Military and 19 years as a wealth advisor, he brings a unique set of skills to guide his clients to their future.
Michael has helped clients at Merrill Lynch, J.P. Morgan and MassMutual and has help them weather several economic cycles. Michael always says it’s about the journey not the destination. In other words, life has many paths and how you travel those paths will affect how happy you are and how satisfied you’ll be with your future.
Michael is married to Kerrie and have a married daughter and one granddaughter who also live in the area.
Michael is active with Wyakin Warriors, helping veterans negotiate from military service, through higher education and transition to the civilian work force.
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Director of Sales
Preston is a Boise native. He served a two year mission for the Church of Jesus Christ of Latter-Day Saints in Philadelphia, Pennsylvania preaching in both English and Spanish. It was on his mission that Preston's love for serving and taking care of people began to grow.
He has attended Brigham Young University and is currently in the COBE Business School at Boise State University with a focus on Supply Chain Management. Preston is excited to help the agency grow and to be building his own clientele base to help his clients with their insurance & planning needs. He is a huge sports fan and loves the Denver Broncos and Seattle Mariners and of course any Boise State Athletic team.
David has been involved with financial planning and wealth management since 1997, serving clients at companies such as Merrill Lynch, Smith Barney, Moss Adams Wealth Advisors and MetLife Premier Client Group. These experiences have proven to David that everyone needs a plan to achieve their financial dreams. It was this belief that led David to dedicate himself to his clientele and their success. In addition to his professional experience, David has also attained the CERTIFIED FINANCIAL PLANNER (CFP®) and ACCREDITED INVESTMENT ADVISOR (AIF®) certifications.
Before relocating to the Treasure Valley, David was a 13 year resident of Snohomish, Washington, where he lived with his wife, and their two sons and their yellow lab. He is a graduate of the University of Washington, where he majored in International Economics. In his spare time, David serves as the Membership Chairman for the Boise Rotary club and previously served as President of the Rotary Club of Kirkland Downtown. He has also been involved with the Wyakin Warrior Foundation serving as a community mentor to wounded service men and women. In his spare time, he enjoys skiing, golf and spending time with his two boys.
Amy is a California native but, has lived in Boise the majority of her life now. Amy has been married to her husband, Scott for 27 years. She is a mother to four children and a grandmother to three granddaughters and one grandson.
Amy has been a huge help to Scott since he went off on his own in 1994 and in the development of Gem State Financial Group since it began. She knows the insurance lingo very well and is a great asset to our agency.
VP of Wealth Management
Director of Agent/Advisor Services
Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Ameritas Investment Corp. (AIC), a registered Broker/Dealer, Member FINRA/SIPC, and a registered investment advisor. AIC and Gem State Financial Group are not affiliated. Additional products and services may be available through Gem State Financial Group that are not offered through AIC. Securities products are limited to residents of states where associates are registered.
This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Gem State Financial Group will contact you to provide requested information.
Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
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