Broker Check
Seth Merrill CFP™

Seth Merrill CFP™

Partner

My grandfather was a college basketball coach and since I could walk, I loved attending his summer camps. He had a passion for teaching fundamentals and over time I developed the same passion. I wanted to coach like him, I just didn’t know that I would be “coaching” the fundamentals of financial planning.  

 After graduating from Brigham Young University, I started in the financial services industry in 2008 during one of the financial crisis and quickly realized how difficult it was for clients to understand the vast amount of information and decide what is best. Most information is written by a bank, investment firm or insurance company that is selling a product or strategy. My mission is to make the complex simple and match your goals with the best financial tools available to accomplish those goals. I believe continued professional education is critical. I became a CERTIFIED FINANCIAL PLANNER ™ in 2012 and I am currently enrolled in the Certified Private Wealth Advisor® program offered through Yale University.  

I grew up a proud Air Force brat, moving around the world. I am the oldest of four boys. My wife and I have three beautiful daughters and they are introducing me to a world I didn’t know existed. The security and wellbeing of my family is my highest priority. I am committed to helping you achieve the financial security and wellbeing you desire.