“Someone’s sitting in the shade today because someone planted a tree a long time ago.” - Warren Buffet
With the knowledge that comes with more than 15 years of experience in the financial services industry, Seth helps investors navigate the myriad of available investment options with unparalleled service and a personal commitment.
From financial planning to comprehensive portfolio management, Seth’s recommendations are made solely in the interest of providing value and benefit to you. He works hard to help you pursue your financial goals with as much certainty, and as little risk, as possible.
Seth graduated summa cum laude from the University of Kentucky in 2005 with degrees in economics and finance. He then attended the University of Louisville, where he received his Master of Business Administration (MBA) in 2008.
Also committed to building his professional expertise, Seth attended the University of Chicago’s Booth School of Business in 2015, earning his Certified Investment Management Analyst® (CIMA®) certification. Later, he studied for and received the Chartered Retirement Plans SpecialistSM (CRPS®) certification to better serve employer sponsored retirement plans in 2019.
Seth grew up outside of Louisville and met his wife, Andrea, while at the University of Kentucky. Today they make their home in Bowling Green with their daughter, Quinn, and son, Cullin.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.