Seth integrates client goals with sound planning strategies to bring confidence to the planning process. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, holds Series 7 and 66 securities registrations through LPL Financial, and is insurance licensed in the state of Texas. He is also a member of the Dallas/Fort Worth Chapter of the Financial Planning Association.
While attending Texas Tech University, Seth spent significant time living and studying abroad. He spent a semester each in Spain, Brazil, and Egypt, learning the respective languages and cultures of each destination. He enjoys practicing foreign languages, reading on a variety of topics, and spending time with family in his free time. Both natives of Mesquite, Seth and his wife Catherine live in Richardson with their daughter Claire.