Seth has more than 20 years of experience providing wealth management advice and services. Seth specializes in providing his clients with a holistic approach to investment and wealth management. He provides retirement planning, college savings advice and insurance services too.

Seth assists clients by helping determine their financial goals and then providing investment advice to meet those expectations. He uses a mixture of investment vehicles such as stocks, bonds, professional money managers, mutual funds, exchange traded funds and annuities to create portfolios that give clients an opportunity to meet their goals.

Seth is a native of the Reston, Virginia where he graduated from Herndon High School in 1992. He currently serves on the board of St. Mary’s Hospital Foundation and serves as a member on the finance committee. When not working or volunteering in the community, Seth enjoys playing golf, running, riding his bike, and participating in triathlons. Seth and his wife, along with their children reside in Athens, Georgia.

Seth graduated from Tulane University in May 1996 with a Bachelor of Science and Management, concentrating in finance. He holds the Series 7, Series 63, and Series 65 licenses.

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