Back To Our Team

Seth Blum,

Financial Planning Associate

As our Financial Planning Associate, Seth leverages his experience in tax planning and preparation to support our Lead Advisors and the planning team. He ensures clients receive well-rounded financial advice with a focus on tax optimization strategies.  Upon graduating from the University of Minnesota, Seth pioneered indie-pop band Yam Haus. His small business experience coupled with his background in Kinesiology translates to a meticulous and analytical approach, making him a valuable asset for crafting tax-efficient plans and conducting in-depth research. Seth is a dedicated professional committed to continuous learning and empowering the team to deliver exceptional client service. Outside of work, he enjoys spending time with his wife, Meredith, and son, Wesley. A Hudson, WI native, Seth remains actively involved in the local community.