Hey there! I’m Seth, and by educating, encouraging and empowering my clients, we are able to make thoughtful financial decisions with confidence.

Using an established process, I am committed to providing my clients with the highest standard of financial planning. First, I start by understanding what is important to you and then work to develop a personalized and transparent financial strategy to help you achieve your goals. By partnering with you, we will focus on things that we can control in order to keep you on track to meet your goals.

Whether you are starting out, settling down, entering retirement or enjoying retirement, my process focuses on you. My client-first process focuses on client education and transparency by utilizing a straightforward approach that you will appreciate and understand.

After graduating from Hanover College as a two sport athlete, I moved to Charlotte and started my career with Edward Jones. My wife and I live in South Charlotte with our two daughters, Eleanor and Alice, and our rescue pup, Layla; we enjoy cookouts, entertaining friends, surrounding ourselves with family as well as spending time outdoors. I look forward to earning your time and sitting down with you.

Focus areas

  • Wealth Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Retirement Income Strategies

My Personal Interests

  • Reading
  • Podcasts
  • Music
  • Sports Enthusiast
  • Outdoor Enthusiast

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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