fbpx

Leadership Team

S.E.E.D. is an idea that transcends people, titles, communities, and the financial industry.

 

Building and fostering a Stimulating environment.
Providing Exceptional value to clients, employees, and our community partners.
Always adhering to strong Ethical purpose.
Striving to uphold a Duty to always put our clients first.

S.E.E.D. is about bringing together amazing people, employees, and clients alike – who are committed to these values.

Get to know our leadership team below!

Travis Maus

Chief Executive Officer,
Chief Compliance Officer

Travis Maus

Director, Financial Planning & Senior Wealth Manager

Philanthropy & Estate Team Leader
Specialized Investment, Business Planning & Facilitation Teams Member

Travis Maus

Director, Financial Planning & Senior Wealth Manager

Philanthropy & Estate Team Leader
Specialized Investment, Business Planning & Facilitation Teams Member

Travis Maus

Chief Executive Officer,
Chief Compliance Officer

Ryan Berkeley

Chief Financial Officer

Ryan Berkeley

Senior Wealth Manager

Business Planning Team Leader
Estate & Philanthropy, Advanced Planning, & Capital Development Teams Member

Ryan Berkeley

Senior Wealth Manager

Business Planning Team Leader
Estate & Philanthropy, Advanced Planning, & Capital Development Teams Member

Ryan Berkeley

Chief Financial Officer

For a business to thrive it must focus on 4 key types of capital

Human
Human

Traditionally, Human Capital can be defined as an individual’s skills, knowledge, and experience. Our definition also includes a person’s belief and commitment to the collective success of their clients, colleagues, and of S.E.E.D. as a company.

When highly skilled, knowledgeable, experienced professionals add passion, compassion, and dedication to their work, everyone benefits.

When this happens, other team members achieve higher levels of success, the client experience bar rises, the business attracts more clients and team members, and there is no shortage of ambition and drive to build more stable, effective, and sustainable business infrastructure.

Financial
Financial

Businesses need money to operate. But every dollar we earn comes from a hardworking client. Therefore, we are committed to:

· Earning every dollar our clients pay us.

· Reinvesting in our organization to enhance our Structural and Human Capital, ultimately benefiting our clients.

· Keeping a balance between service prices and the value provided to clients.

· Being 100% transparent. Clients should always know what they pay and what they are getting in return.

Client
Client

We consider our clients equal partners with our shareholders. Without clients, we would not be here. But not all clients are created equal. Whereas most financial firms judge clients by the size of their wallets, we prioritize common values.

When clients find symbiosis with our team members, everyone grows, and dreams are achieved. We care most about helping our clients maximize their financial resources to live their best lives. Instead of dreaming about life, we want everyone to live their dreams.

Structural
Structural

A big part of the success of great teams is the environment from which they operate. We are obsessed with reinvesting Financial Capital back into our organization to focus on building the necessary support systems for fostering the growth of strong Client and Human Capital.

Our drive is an impassioned commitment to innovate, execute, and repeat. In our world, there is no such thing as “the best.” There is only “getting better.”

Human

Traditionally, Human Capital can be defined as an individual’s skills, knowledge, and experience. Our definition also includes a person’s belief and commitment to the collective success of their clients, colleagues, and of S.E.E.D. as a company.

When highly skilled, knowledgeable, experienced professionals add passion, compassion, and dedication to their work, everyone benefits.

When this happens, other team members achieve higher levels of success, the client experience bar rises, the business attracts more clients and team members, and there is no shortage of ambition and drive to build more stable, effective, and sustainable business infrastructure.

Human
Financial

Businesses need money to operate. But every dollar we earn comes from a hardworking client. Therefore, we are committed to:

· Earning every dollar our clients pay us.

· Reinvesting in our organization to enhance our Structural and Human Capital, ultimately benefiting our clients.

· Keeping a balance between service prices and the value provided to clients.

· Being 100% transparent. Clients should always know what they pay and what they are getting in return.

Financial
Client

We consider our clients equal partners with our shareholders. Without clients, we would not be here. But not all clients are created equal. Whereas most financial firms judge clients by the size of their wallets, we prioritize common values.

When clients find symbiosis with our team members, everyone grows, and dreams are achieved. We care most about helping our clients maximize their financial resources to live their best lives. Instead of dreaming about life, we want everyone to live their dreams.

Client
Structural

A big part of the success of great teams is the environment from which they operate. We are obsessed with reinvesting Financial Capital back into our organization to focus on building the necessary support systems for fostering the growth of strong Client and Human Capital.

Our drive is an impassioned commitment to innovate, execute, and repeat. In our world, there is no such thing as “the best.” There is only “getting better.”

Structural

Fred Costantino

Chief Investment Officer

Fred Costantino

Senior Wealth Manager

Specialized Investment Team Leader
Estate and Philanthropy &
Advanced Planning Teams Member

Leadership is

True leadership is a status that is only granted by those who willingly follow.

Leadership is not

Leadership is not a title, nor is it something that someone can just claim for themselves.

Steve Campbell

Chief Brand Officer

Steve Campbell

Senior Vice President, Client Experience

Admin and Inspiration Team Member
Suite(k) Participant &
Bloom Client Teams Member

Amy Michaels

Senior Wealth Manager

Amy Michaels

Senior Wealth Manager

Sprout Team Leader
Advanced Planning Teams Member

Leaders ask…
How might we create a better way to do things?

How might we help clients achieve their dreams?

How might we help our colleagues reach new personal, as well as professional, levels?

Andrea Vaioli

Senior Wealth Manager

Andrea Vaioli

Senior Wealth Manager

Advanced Planning Team Leader
Admin & Operations and
Capital Development Teams Member

Kerstin Driscoll-Witt

Director, Suite(k)

Kerstin Driscoll-Witt

Senior Retirement Plan Navigator

Business Planning,
Suite(k) Participant, &
Technology Teams Member

The Best Leaders…

We believe that leadership should be based on the size of a person’s contribution to the things that make our company great, rather than position, compensation level, or title.  This means that our clients and community partners may not always be able to identify those who deserve additional recognition.

Dave Nirchi

Senior Vice President, Strategy & Operations

Dave Nirchi

Capital Development Team Leader

Technology Team Leader

Facilitations Team Member

Tracy Schmerder

Director, Bloom Tax Partners

Tracy Schmerder

Senior Tax Specialist & Enrolled Agent

Tax Planning Team Lead
Business and Bloom Client Teams Member

Quotes that have inspired us…

“Leaders aren’t born, they are made. And they are made just like anything else, through hard work. And that’s the price we’ll have to pay to achieve that goal or any goal.” – Vince Lombardi
“No man will make a great leader who wants to do it all himself, or to get all the credit for doing it.” – Andrew Carnegie
“The greatest leader is not necessarily the one who does the greatest things. He is the one that gets the people to do the greatest things.” – Ronald Reagan
“A small body of determined spirits fired by an unquenchable faith in their mission can alter the course of history.” – Mahatma Gandhi
“A leader is best when people barely know he exists, when his work is done, his aim fulfilled, they will say: we did it ourselves.” – Lao Tzu
“If your actions inspire others to dream more, learn more, do more, and become more, you are a leader.” – John Quincy Adams