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 3 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.
Trevor Bauer
Trevor serves as Vice President and is an Advisor here at Life Wise Planning Group, LLC. He assists Scott with market research, operational processes and planning strategies. He grew up in west central Wisconsin, graduated with a Bachelor of Science degree from UW-Eau Claire in Eau Claire, Wisconsin and later earned a Doctor of Pharmacy (PharmD) degree from Creighton University in Omaha, Nebraska. Before obtaining his PharmD, Trevor was an investment adviser representative serving clients in Minnesota and Wisconsin. Prior to joining the firm, Trevor spent his clinical pharmacist career at two hospitals in west central Wisconsin. In addition to his busy professional schedule, he owns a farmstead in western Wisconsin that he manages. Trevor has been married to Heather since 1995 and has two adult sons. He is an avid hunter and enjoys hiking. When time and weather allow, he enjoys day trips on his motorcycle.