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.