Seaman McKinney Wealth Management Group
Of Wells Fargo Advisors

I started in the financial business with my father and now have 40+ years of experience and knowledge to help my clients at the Seaman/McKinney Wealth Management Group of Wells Fargo Advisors, a third generation of investment planning practice. I feel my current clients know they can count on me when they need information regarding everything from wealth management and asset allocation to retirement strategies. I work to assist them in meeting short- and long-term goals and over the years, I’ve built solid relationships which continue to grow with my business.

For me, investing is not just a single track. I help people look at the 360º picture and approach decisions this way. Clients often run ideas by me as a chance to get a different point of view and they know I will give them my honest opinion. I make sure that I am available to my clients and keep in touch with meetings and check-ins. I believe when I can help with questions or issues, I know I’m making a difference in a client’s life.

I’m also excited to work with the new generation of investors. It’s energizing to see them starting out with careers and families. I want to assist them as they look to achieving their financial goals and dreams through strategic use of tools and products that can help them now and serve them in the future.

I believe in contributing to my community through volunteering and financial support. I am currently on the board at St. Peter’s Catholic Church, Habitat for Humanity and the Louisville YMCA. I am surrounded by my loving wife, Jill and my family, including 7 grandchildren.


Education

Bachelor of Science, Business and Marketing, University of Akron

Previous Experience

1990-1994, Citizens Savings Bank
1994-2007, McDonald Investments
2007-2020, Morgan Stanley

Asking the right questions, along with finding a balance between saving today and enjoying tomorrow, are two approaches I use when assisting my clients. As a financial advisor with the Seaman/McKinney Wealth Management Group of Wells Fargo Advisors, I understand that people have different experiences and comfort levels with money, and I work toward making sure I find a sound course of action for each individual.

My financial strategies are designed for each client, with portfolios created to consider everything from goals and lifestyle to health costs and tax implications¹. I work with clients to help achieve their objectives, whether that means education for grandchildren, passing on wealth, or simply a comfortable retirement.

I was able to travel the world through basketball, lastly with the Harlem Globetrotters, which gave me the opportunity to meet and build relationships with people from all walks of life. Finances were the one consistent priority with almost every person I encountered and that cultivated my passion for helping people with similar concerns.

My clients, who range from business professionals and athletes to teachers and doctors, appreciate the tools and resources that I can provide. I enjoy getting to know each client and their families so that I can help them make decisions toward achieving their goals and dreams. My hope is that they feel more confident about their finances as we work together.

I’m proud to say that I work with both my wife and father-in-law, and our commitment to our clients is a true family value. In my time away from work, I enjoy spending time with my family and following college and professional sports. I am currently on the board for Aultman College and am certified as a Chartered Retirement Plans Specialist (CRPS^®)).



Education

Bachelor of Arts, International Business, Thiel College


Previous Experience

2016-2017, Harlem Globetrotters
2017-2019, Wealth Advisor, Morgan Stanley


_{¹Wells Fargo Advisors is not a legal or tax advisor}

As a third-generation professional in the financial advising industry, you could say that helping people plan for their future is in my DNA. With over 10 years of experience as a Client Associate, I’ve had the privilege of supporting clients through every stage of their financial journey. With a focus on organization, communication, and client satisfaction, I work closely with our advisors to help streamline account management, scheduling, and day-to-day operations.

My background allows me to anticipate client needs, manage complex tasks efficiently, and maintain a high level of professionalism in a fast-paced environment. What I enjoy most about my role is building strong relationships with clients and being part of a team that is committed to helping people achieve their financial goals. Whether it’s assisting with paperwork, facilitating account updates, or coordinating meetings, I strive to ensure that each interaction is smooth and personalized.

My role is all about making sure the day-to-day details are handled smoothly so our clients can focus on what matters most to them. From account management to client communications, I’m here to ensure everything runs efficiently and with care. What drives me most is the opportunity to carry on my family’s legacy in this field—combining tradition with a modern, client-first approach.