Seth A. Wheeler

Army Colonel (Retired) & CERTIFIED FINANCIAL PLANNER® professional Seth Wheeler has an unparalleled and natural ability to analyze and build strategies to solve complex problems. With 25 years of military service, 18 years in the Special Operations community, he is trained at the highest levels to identify threats, analyze new technologies and disruptors, and craft agile solutions in high intensity environments.

His mission has always been to serve his country and protect our people. Among his successful missions as a Green Beret, Seth played a crucial role in the largest and most impactful Special Forces organizational command transformation in 25 years and has directly informed foreign policy decisions by the President of the United States on multiple occasions.

The opportunity to continue to climb the ranks in his already highly influential career continued, but Seth found himself at a crossroads—he was raising his two beautiful children on his own and spending an increasing amount of time away from home. After heavy consideration, Seth felt compelled to answer the call of duty closer to home.

In 2019, he was nominated to an elite position on the National Board of Examiners for the Malcom Baldrige Performance Excellence Program, and a year later he was presented with an opportunity to serve people on their own frontlines.

Seth uses his incredible experiences in analytics and intense strategy as he guides families to achieve financial sustainability and legacy wealth strategies. Just like every mission is unique with its own threats, circumstances and positioning, the same is true for each clients’ financial plan. Every family has their own unique set of needs and goals, and Seth’s team has an unparalleled mission of finding efficiencies.

Given Seth’s breadth of knowledge and ability to seek the best options for every outcome, working with his team removes the overwhelming number of options and creates a plan that uniquely fits each clients’ financial journey.

When he is not in the office, you can find Seth skiing or scuba diving with his children and Fiancé. He loves to explore culinary endeavors, and is heavily involved with supporting veteran initiatives on local and national levels. Among all the achievements of his career, his humility, integrity, and strength in chaos shines the brightest.