Seth Hendricks

Seth has a contagious energy and an intense commitment for helping people. Since graduating college, he has always been focused on helping those around him accomplish what’s most important to them. Through his practice, he has worked tirelessly to create authentic client relationships to ensure everyone feels heard and understood. Seth believes that financial planning should be collaborative, empowering, and most of all: FUN!

How can Seth help you?

• He provides written financial plans to help you measure, monitor, and meet your financial goals.
• He provides personalized and professional management of financial assets to help you grow your wealth.
• He provides retirement advice, including strategies on saving and investing as well as on income distribution planning, to help prepare you for a successful retirement.
• He serves as a sounding board for major financial decisions.

As Seth's sister, Seth has had the opportunity to know Jessica her entire life. While she has always had a hard outer shell, she truly cares for those around her, which is why she is an excellent fit for the team.

Jessica joined the practice looking to elevate their client experience to ensure each client is cared for every step of the way.

How can she help you?

• She serves as a point of contact for all new and existing clients and helps maintain client relationship.
• She can assist you in signing up for the client website, navigating it and setting up electronic paperless delivery options.
• She assists in the client insurance onboarding process.
• She assists clients through the underwriting process, acting as a liaison.
• She can answer general questions related to servicing your insurance policies, annuities, and billing accounts.
• She assists in the client investment onboarding processes.