Begin your journey toward financial security
Seth works with emerging medical professionals, business professionals, counselors, and mental health clinicians, helping them to manage their increasingly complex financial pictures to create a future they love.
Seth takes a different approach to financial health.
With five years of previous experience teaching CrossFit and other fitness classes, Seth acts as a financial coach, building a mutually trusting relationship with clients.
In Seth’s approach, you will learn to identify long-term goals based on your core values. Then, as you develop your financial strategy, Seth will provide guidance for informed investment and insurance choices.
Throughout the process, Seth will offer valuable accountability—helping you focus when life sets you off course, encouraging you to establish strong financial habits, and celebrating every milestone and goal achieved.
Ready to build your financial future?
- Comprehensive financial planning
- Education funding strategies
- Life insurance
- Retirement strategies
- Risk management
- Student loan repayment strategies
- Wealth management
Seth and his team hold regular financial wellness seminars and webinars for those looking to kickstart their financial future.
Seth is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. 3476173/DOFU 3-2021