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Mentors local high school students

Likes fishing, snowboarding & dirt biking

Took a 7 state roadtrip

Loves rock music

Will video conference with clients to make it easier

Get to Know Seth

Seth has always enjoyed calculating numbers, whether it was measuring distance and travel time in the back of his dad’s suburban to measuring asset longevity in a client’s financial plan. Using these analytical tools, he assesses his clients’ current situation and determines steps to assist them in pursuing their financial independence. Working with clients in law enforcement, public service and teaching, his goal is to ensure that they are comfortable and content with where they will be in the future. If they aren’t, he will work with them to create a plan with their desired destination and travel time in mind.

He discovered his passion for working one-on-one with individuals to work towards a goal when he started tutoring in mathematics. While attending California Polytechnic University in Pomona, he began working as a mentor to college-bound students. Seth guided these students through road-maps to help them work towards the mission of attending their colleges of choice. Today, he still uses the skills he developed when he works with his clients and helps them pursue their own goals.

With a passion to guide others and with an appreciation for numbers and road-map style thinking, Seth’s passionate about working with individuals and families towards financial independence. He holds his Series 65 registration with Trilogy Capital, Inc. and also holds his Life and Long-Term Care Insurance License. Seth enjoys the mountains, the river and the beach. When he is not in the office you may find him fishing, snowboarding, dirt biking, or soaking up the sun.

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Meet Seth’s Team
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