Seth is full of caring and warmth when it comes to working with our clients. His passion for helping people with their financial planning is outstanding.
Growing up, Seth always looked for the best in people, allowing him to see past exteriors and relate to anyone, regardless of how alike or different they are. This innate quality helps Seth understand the best way to motivate people on a personal level to help them achieve their goals. He’s a safe space for everyone and loves when clients uncover the real issue at hand so that he can help them to move forward.
As a Financial Advisor at Legacy, Seth helps clients coordinate and simplify their financial lives. He designs complex financial plans and provides investment guidance that clients can implement into their lives and easily understand.
No matter who he is working with, Seth is able to understand their situation at a deep level and build from there. He left non-profit work with a desire to help people understand their finances. Focused on his goal to become a financial advisor, several years of hard work brought him to where he is today. He hopes that his clients and their families find some financial peace because of the work they have done together.
He began his financial planning career with Fidelity Investments. While at Fidelity Seth was awarded numerous accolades including the national “Voice of the Customer Ambassador” role in 2011. He also won multiple national sales campaigns throughout his time there. Seth is a Certified Financial Planner™ and has earned his Series 7, 63, and 66 licenses. Seth is a Registered Representative through Triad Advisors, Member FINRA/SIPC, and an Investment Advisor Representative through Legacy Financial Advisors. Seth graduated from Miami University with a B.A. in business finance with a minor in entrepreneurship.
When not at work, Seth loves being with his wife, Casie, their four children, and four dogs. His home is chaotic but always full of energy and love. His hobbies include golfing, cycling, tennis, music, and reading.
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