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 advisers.
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.
Following two years with The MONY Group, he founded the Scott Leavitt Insurance & Financial Services firm in Boise, Idaho. Today, he shares his professional experience 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.
VP of Wealth Management
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 helped 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.
Director of Sales
Bill has been involved with financial services since 2006, serving his clients at companies such as Waddell & Reed, Northwestern Mutual, and New York Life.
Bill was raised in the Treasure Valley and attended the University of Idaho where he met his sweetheart, Jennifer Saxton. Bill and Jennifer were married in 1979 and have been blessed with 4 daughters (all married), 1 son, and 3 grandchildren.
Bill’s mission in his exciting new partnership with Scott Leavitt, the Gem State Financial Group, and his local team of Financial Professionals is to foster long-lasting relationships with the community - local families, farm families, medical professionals, and business owners of small, medium, and large businesses – by offering complete and comprehensive income and asset protection strategies within client-based, deliberate, sensible, and affordable financial strategies.
Director of Operations
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 English and Spanish. It was on his mission that Preston's love for serving and taking care of people began to grow.
He graduated with a Bachelor of Business Administration in Supply Chain Management from Boise State University.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.
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.
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*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.