With two decades of experience helping families and business owners navigate life’s most important financial decisions, Seth brings both deep technical knowledge and a compassionate approach to his work. As Managing Partner and Retirement Income Certified Professional (RICP®), he specializes in guiding pre-retirees and retirees through the financial and emotional complexities of their next chapter. His expertise in risk management and income strategies helps clients build stability and confidence as they transition into retirement and beyond.

Seth’s planning philosophy centers around unwinding complexity and proactively preparing for the unexpected. Whether it’s designing income strategies, structuring efficient estate and legacy plans, or protecting wealth through thoughtful risk mitigation, Seth ensures every element of a client’s financial plan aligns with their goals and values.

Seth began his career as a Financial Advisor with Northwestern Mutual and spent a decade as a Senior Advisor with Hornor, Townsend & Kent (HTK)/1847 Financial before co-founding the firm. He earned his Bachelor of Science in Finance from Philadelphia University and holds the Series 65 license as well as his Life, Accident, and Health insurance licenses.