I started in the financial business with my father and now have 37+ 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 6 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