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.
Seth loves helping people. He decided years ago that if money is such a big issue in our culture what better way to help people than to make saving, investing, spending, and giving easy for people to understand. His goal is to make sure people are better off because he is here.
He began his financial planning career with Fidelity Investments. While at Fidelity Seth was awarded with 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, Inc. Seth graduated from Miami University with a B.A. in business finance with a minor in entrepreneurship. While in school, Seth played water polo, was a member of the Phi Kappa Psi fraternity, and was actively involved with Cru ministry. When not at work Seth loves being with his wife Casie, his three boys and his daughter. He enjoys cooking, golfing, playing sand volleyball, and volunteering with his church.
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