Bio

Colonel (Retired) Seth Wheeler has a natural ability to analyze and build strategies to solve complex problems. With 25 years of military service, 18 years in the Special Forces, he is trained at the highest levels to identify threats, leverage new technologies and disruptors, and craft agile solutions in high intensity environments. Among his successful missions as a Green Beret, Seth directly informed foreign policy decisions by the President of the United States on multiple occasions. In 2019, he was nominated to an elite position on the National Board of Examiners for the Malcom Baldrige Excellence Award, and a year later elected to serve people on their own front lines of their financial journeys. Every family has a unique set of needs and goals, and Seth’s team is unparalleled at finding efficiencies. Given Seth’s ability to optimize outcomes, working with his team removes the overwhelming number of options and creates plans that uniquely fit each clients’ situation.