Seth joined the company as an Investment Adviser Representative in 2006. He meets with current and potential clients and helps them plan for and pursue their long-term financial goals. In doing this, he creates and implements financial plans and prides himself on his level of client education and communication. He serves a wide range of clients, but specializes in mutual fund investing. He started his career in the insurance industry, but found that he loved personal investing because of the education and service aspects of the business. Seth greatly enjoys walking clients through the complexities of their investments and overall financial situation. He understands that financial planning can seem complicated or overwhelming, and he enjoys making it more understandable for individuals and business owners.
One of the reasons Seth was drawn to becoming an independent financial advisor is because of the lessons he learned at a young age. He often says that his mom is his hero because of her willingness to put others’ needs before her own. This translates into how Seth works with clients because whether a client has $1000 to invest or $1,000,000 he treats them with the same level of respect and care. He strives to serve selflessly, a trait he works on every day. He also considers himself passionate, dedicated, motivated, understanding, and devoted. Seth is passionate about his career and is always striving to be better.
Outside of the office, Seth enjoys watching University of Michigan football games (he grew up in Byron Center, MI), spending time with family, and playing golf. Speaking of family, Seth is passionate about his children and always finds himself talking about them! He also serves as the President of the deacons at his church.