Our Team
Scott Sorum
Scott Sorum is owner, Managing Member and CEO (Chief Executive Officer) of Life Wise Planning Group, LLC., an independent Registered Investment Advisory firm. He is also President of The Master Planning Group, Inc. of which he offers insurance products and services through. Scott has been in the financial service profession helping clients, families, and business owners plan their financial future since 1997. Scott is a registered investment advisor and holds his life and health insurance license.
Scott grew up in Minnesota and graduated cum laude in 1987 from St. Cloud State University in St. Cloud, Minnesota with B.S. in Finance, and a minor in Economics. Prior to entering the financial service profession, Scott’s former associations include working as an auditor for the Midwest region of Target Stores and serving as a golf professional for golf clubs in Illinois, Wisconsin, and Arizona. He has also been on the board of directors for FCA (Fellowship of Christian Athletes) and has donated his time for a local Arizona chapter for Crown Ministries, a national non-profit financial ministry teaching individuals and families’ financial principles. He currently serves as a board member for a local non-profit ministry (Child’s Wish Ministries which provides education to children in the Philippines).
Scott has been married to Lillian since 1993 and has 2 children, Emily (married to son-in-law Bahij with 2 grandkids and one more on the way) and a second daughter, Anika. Scott is an avid cyclist and likes to log as many miles on his bike as he can each week to stay in shape. He also enjoys hiking and still enjoys playing golf when time allows.
Caleb Bell
Caleb serves as an Advisor Assistant to Scott Sorum putting together market research, processing service-related requests, and assists in streamlining operational processes so we can focus on what is important, helping you work towards your financial success. Caleb graduated from Grand Canyon University with a bachelor’s degree in business finance and economics. He enjoys learning about the financial industry and working with Scott to learn new strategies to help clients further their financial goals.
Aside from his work life, Caleb is active at his home church and spends his time with his wife Olivia, friends, and family.