Seth brings a deep passion for financial markets and a dedication to client service, making him a natural fit for his role as Lead Trading Analyst and Planning Associate. He is known for his meticulous attention to detail and unwavering commitment to helping clients achieve their financial goals. With a strong foundation in portfolio construction and market analysis, Seth thrives on developing tailored strategies that align with each client’s unique objectives. His experience spans across equity and fixed income trading, where he combines technical insight with a disciplined, research-driven approach. Seth is equally passionate about investment planning, taking pride in crafting comprehensive plans that help empower clients to make confident decisions. His ability to bridge the fast-paced world of trading with the long-term perspective of planning allows him to deliver holistic, results-oriented guidance.

Seth earned his bachelor’s degree in Finance from Wright State University and holds his FINRA Series 7 and 66 securities registrations, as well as his life insurance licenses. Committed to lifelong learning, he aims to stay ahead in an ever-evolving financial landscape by actively pursuing opportunities to deepen his expertise. This drive for continuous growth fuels his ability to deliver thoughtful, high-impact solutions and exceptional value to clients.

Outside the office, Seth finds relaxation and joy at the lake, where he enjoys boating, swimming, and casting a line for a quiet afternoon of fishing. A year-round sports enthusiast, he follows his favorite teams with passion and rarely misses a game, whether it’s football in the fall or baseball in the summer.