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