Seth McCarty

Associate Financial Advisor

Seth joined our team in 2024 with a desire to help our clients identify, nurture, and pursue purposeful identity before, during, and after retirement. In his role as Project Manager, Seth provides the support necessary for our team to ensure detailed and accurate assessment of client situations, as well as find appropriate solutions and opportunities. He is responsible for coordinating tasks and ensuring our clients and team have a transparent understanding of the planning process throughout the relationship.