Seth is a firm believer that life is best enjoyed with the people you love. Originally from Baltimore, MD, he is proud to call Lakeland home. He and his wife, Hannah, stay busy chasing adventures with their son, Jackson. Whether traveling to somewhere new, trying out a local restaurant, or enjoying long walks, they always love to be on the move. When he’s not with family, you can usually find him immersed in music. Seth plays several instruments and sings on his Church’s Worship Ministry Team.
Seth’s interest in finance began in high school when he discovered the world of personal finance. Overnight, he became obsessed with the idea of saving for a better tomorrow. He once convinced an economics teacher to let him speak to all seven classes about the importance of opening a Roth IRA early, often joking that compound interest is the eighth wonder of the world. Coming from a single-income household, Seth developed a strong appreciation for financial discipline, inspiring his career in helping others build financial stability.
As a Portfolio Operations Associate, he works with advisors on investment strategy, trade execution, and portfolio alignment, while also contributing to investment research and analysis. He holds a bachelor’s degree in finance and has a background in Commercial Insurance and General Management. Seth is currently pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation as part of his commitment to ongoing professional development.
Seth is passionate about building long-term relationships within the Lakeland community he calls home. He is proud to grow with CPS Investment Advisors and looks forward to helping families pursue lasting financial independence for many years to come.