Caitlyn Urgiles Promoted to Trading Specialist at S.E.E.D. Planning Group
S.E.E.D. Planning Group is pleased to announce the promotion of Caitlyn Urgiles to Trading Specialist. Caitlyn has been a valued member of the firm’s Investment Team since joining in 2022. In her new role, Caitlyn is responsible for supporting the ongoing management of the firm’s... - July 03, 2025
S.E.E.D. Hires Investment Operations Associate
S.E.E.D. Planning Group is proud to announce that Amanda Dann has joined the team as an Investment Operations Associate. Amanda holds a bachelor's degree in Interdisciplinary Studies in Education and brings several years of experience in accounting and finance within the healthcare industry. - June 20, 2025
Hannah Burchell Promoted
S.E.E.D. Planning Group proudly announces that Hannah Burchell, a Senior Financial Planner who joined the firm in 2020, has been promoted to Senior Wealth Manager. “This promotion is well-deserved and a testament to Hannah’s exceptional growth, relentless dedication, and commitment... - June 18, 2025
S.E.E.D. Hires Financial Planner
S.E.E.D. Planning Group is pleased to announce the addition of Alex Ierardi to its Financial Planning Team as a Financial Planner. As a 2023 graduate of SUNY Geneseo, Alex holds a Bachelor of Science in Finance and brings a strong academic background, a passion for personal finance, and a genuine... - May 21, 2025
Dan Kain Named Manager of Financial Planning
S.E.E.D. Planning Group is proud to announce that Dan Kain, a Senior Wealth Manager, has been named Manager of Financial Planning Education. In this role, Dan oversees the development and delivery of internal financial planning curricula and training programs. He leads the firm’s monthly... - May 21, 2025
Tyler Sherven Joins S.E.E.D. Planning Group Leadership Team
S.E.E.D. Planning Group proudly announces that Tyler Sherven, Manager of Instituional Services and Senior Investment Planner has joined the firm's leadership team. S.E.E.D.’s Leadership Team was formed to acknowledge team members who exemplify the company’s values and have... - April 30, 2025
CJ Gettelfinger Promoted
S.E.E.D. Planning Group is pleased to announce that CJ Gettelfinger, an Investment Associate, has been promoted to Investment Planner. He joined the firm in 2023. In this role, CJ will assist in overseeing the delivery of investment management services to S.E.E.D.’s diverse client base while... - April 30, 2025
Jamie Shelton Joins S.E.E.D.'s Leadership Team
S.E.E.D. Planning Group proudly announces that Jamie Shelton, Senior Wealth Manager, has joined the firm's leadership team. S.E.E.D.’s Leadership Team was formed to acknowledge team members who exemplify our company’s values and have personally and professionally dedicated... - April 12, 2025
Brad Eaton Joins S.E.E.D.'s Leadership Team
S.E.E.D. Planning Group proudly announces that Brad Eaton, Senior Vice President, Investment Services, has joined the firm's leadership team. S.E.E.D.’s Leadership Team was formed to acknowledge team members who exemplify the company’s values and have personally and professionally... - April 12, 2025
S.E.E.D. Planning Group Launches Adopt a Charity Program
S.E.E.D. Planning Group’s Adopt a Charity program selects Roberson Museum for 2025. Through the Adopt a Charity campaign, S.E.E.D. identifies and supports outstanding organizations that demonstrate strong leadership, financial responsibility, and a commitment to improving the... - April 03, 2025
Tyler Sherven Named Manager of Institutional Services for S.E.E.D. Planning Group
S.E.E.D. Planning Group proudly announces Tyler Sherven, Senior Investment Planner, has been promoted to Manager of Institutional Services. Tyler has been with the firm since 2021. In this new role, Tyler will focus his efforts on coordinating the services provided to S.E.E.D.’s... - March 15, 2025
Jessica Blake Joins S.E.E.D.’s Leadership Team
S.E.E.D. Planning Group proudly announces that Jessica Blake, Senior Wealth Manager and Certified Trust and Fiduciary Advisor (CTFA), has joined the firm's leadership team. S.E.E.D.’s Leadership Team was formed to acknowledge team members who exemplify the company’s values and have... - March 11, 2025
S.E.E.D. Hires Operational Specialist
S.E.E.D. Planning Group is proud to announce that Tylar Polovchak has joined the firm as an Operations Specialist in their Binghamton office. Before joining S.E.E.D., Tylar worked as a Recruitment Specialist with CrossAmerica Partners. In her role, she connects with clients as she prepares... - March 01, 2025
Matt Goliber Promoted
S.E.E.D. Planning Group is pleased to announce that Matt Goliber, an Operations Specialist, is being promoted to Manager, Financial Planning Operations, a new position within the firm’s Financial Planning division. This position has been designed to streamline operational tasks, allowing S.E. - March 01, 2025
Mae Tichenor Joins S.E.E.D.’s Leadership Team
S.E.E.D. Planning Group proudly announces that Mae Tichenor, Senior Administrative Coordinator, has joined the firms leadership team. S.E.E.D.’s Leadership Team was formed to acknowledge team members who exemplify the company’s values and have personally and professionally dedicated... - March 01, 2025
Dan Kain Joins Leadership Team
Dan Kain, Senior Wealth Manager at S.E.E.D. Planning Group has joined their leadership team. - February 26, 2025