Client Service Associate
Seth knew he wanted to join the financial services industry when he was a freshman in high
school. He was inspired by an article that discussed the fact that most Americans will not have
enough saved to fund their retired years and saw a need that he wanted to help fill. Being of
service to others is important to Seth; as a Client Service Associate he is able to have an impact
on our client’s lives in each interaction.
He is a graduate of the University of Central Oklahoma in Edmond with a BBA in Finance and a
Minor in Financial Planning. At the age of twenty-one Seth sat for and passed the CFP® Exam.
He is currently preparing for the Life and Health Insurance exam, America’s Health Insurance
Plans (AHIP) Certification. Seth would like to become a Chartered Financial Analyst (CFA) and
will soon register for the CFA exams.
Seth’s biggest inspiration is his mother who will retire in fifteen years. He wants to work in a
field that will directly and positively impact his family. He knows this career will give him the
tools and knowledge to do that for his family and for others.
Get to know Seth
Favorite book: Atlas Shrugged By Ayn Rand.
Favorite Food: Deli sandwiches with jalapeños.
Proudest Accomplishment: I received my bachelor’s degree at the age of 20 and I passed the CFP® Exam at the age of 21.
Fun Fact: I love Excel spreadsheets.
Favorite Sports Team: New England Patriots
Dream Vacation: Somewhere in the mountains in Montana.
Favorite Quote: "The question isn't who is going to let me; it's who is going to stop me." - Ayn Rand
Favorite Movie: The Lives of Others