It’s essential to have a trusted advisor for guidance and continued support in an industry that some view as complicated and overwhelming. Seth’s approach to the financial planning process avoids an intimidating experience and, instead, leads our clients to a precise, understandable, and individualized experience.
Seth joined the Freedom Street Partners team in 2020 as a Financial Advisor. He began his career with Susquehanna International Group as a Trader and then transitioned to Edward Jones as a Financial Advisor, where he gained 14 years of valuable experience. Seth graduated from the University of Virginia in 2004 and double majored in Systems Engineering (with a concentration in Financial Modeling) and Economics.
From a young age, Seth knew that he wanted a career that combined helping others with mathematics and solving complex problems because of his love of puzzles. His mother was a special education teacher, and his father was a small business owner. As a child, both of his parent’s careers interested him. He was fascinated and would observe all of the business functions, even helping with the books. He learned from the interactions he saw between positions like CPAs and attorneys because of the value that legal and financial structures brought to a small business.
Seth continues to apply the experiences he had in his past to his work today, allowing him to be an authentic and trusted resource for his clients. He is passionate about taking complicated scenarios, such as those of small business owners, and creating clearly defined plans that help alleviate stress and create full transparency to identify risk and strive to meet short- and long-term goals.
I have a wide variety of interests that keep me just as active outside of the office as I am inside of the office. I am originally from Virginia and fortunate that I’m close with my family and we get to spend time together frequently.
I’m a big fan of college basketball and enjoy watching games with my friends whenever possible. I also love exploring the outdoors with activities like kayaking and then dipping into my creative side by working with my hands on historic rehabilitation projects.
My love of mathematics, spreadsheets, and puzzles isn’t limited to my career. I consider myself a lifelong learner. I’m always looking to dig deeper into new or familiar topics to expand my knowledge. Learning excites me, and I love to challenge and push myself continually.