Seth Wagner
Financial Advisor
With nearly a decade of experience in the financial services industry, Seth helps individuals and families navigate the complexities of financial planning. Knowing that each client’s financial situation is unique, he focuses on creating individualized financial plans tailored to meet their specific needs and goals.
As a fiduciary, Seth ensures that the best interests of his clients are always a top priority. He is committed to building long-term relationships with his clients, working closely with them to regularly review plans, evaluate portfolios, and assess risk. This hands-on approach allows Seth to develop comprehensive financial plans that not only address current financial situations but also empower clients with the tools and knowledge needed to make sound financial decisions for the future.
Seth’s background as an educator has provided him with a strong foundation in financial literacy, which he passionately shares with his clients. He believes that financial education is key to long-term success, and he takes pride in guiding his clients toward greater financial understanding and confidence.
Outside of work, you’ll likely find Seth spending time with his wife and three young children. He is also an avid sports enthusiast. Whether he’s watching or playing, sports have always been a big part of his life, with golf being a particular passion at this stage. He loves the great outdoors and can often be found camping, fishing, or hunting.