Who We Are
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Our Mission
At Bauman Scott Financial, we believe in having a positive impact on the lives of those around us—our family members, friends, clients, and other members of the community.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Meet Our Team
Jeremiah Bauman
Jeremiah Bauman has been working in the financial sector since 1992. He worked with institutional clients as a Market Maker at Bank of America and Roth Capital. In 2002, he began working with retail clients at Merrill Lynch, which led him to want to utilize a more independent research-based business model. He left Merrill in 2007 to start his own wealth management company, and with the help of LPL, created Bauman Financial Services. He was joined in 2017, by his former partner at Merrill, Ron Scott, and they formed Bauman Scott Financial Services to provide their clients with bespoke portfolios and advice.
Jeremiah attended Cal State University of Northridge on an athletic scholarship for swimming. He graduated with a degree in Finance and a minor in Economics.
Jeremiah is married to his wife, Tracey, and they have two sons, Scott and Zach. He enjoys watching his kids’ sports, studying ancient history and hiking.
Ron Scott
Ron Scott is a Wealth Management Advisor and principal owner of Bauman Scott Financial Services established in 2017. He brings a wealth of knowledge and experience to his role from over forty years as a Senior Vice President at Merrill Lynch. His background enables him to help clients pursue their financial goals. A comprehensive, client-focused approach to financial planning ensures that the recommended programs encompass each client’s goals, time frames and risk tolerance. Ron works closely with clients to develop customized strategies that incorporate asset allocation and financial management including college, retirement, and estate planning.
Ron Attended the University of Southern California where he also pitched for the National Championship baseball team. He currently enjoys working with the family horses and dogs and attending his grandsons' sports events.
Natasha Beard
Natasha Beard is a Senior Client Service Associate with nearly two decades of experience in the financial industry, having started her career in 2004. She has developed her expertise through roles at leading firms such as UBS and Smith Barney, which later became Morgan Stanley. Known for her dedication to exceptional client support, Natasha is committed to providing seamless, personalized service that aligns with clients' unique financial goals.
A Santa Clarita resident since 1997, Natasha is deeply rooted in her community. She is a proud mother of five and actively supports her family as the Team Manager for her son’s football league. Outside of work, she enjoys traveling, attending musicals, and immersing herself in music. Natasha’s blend of professional expertise and personal passion makes her an invaluable member of our team.