Contact Directory

Welcome to the SEED Contact Directory

Whether you have a quick question, need help with paperwork, want to schedule a meeting, or need to notify us of a major event, you’re in the right place.

The SEED Support Center is designed to make it easy to get the help you need from the right person as quickly as possible.

Need immediate assistance? Call (607) 217-5091 or email service@seedpg.com

If you believe there is suspicious account activity or unauthorized transactions, or if you think you might be a victim of identify theft or fraud, PLEASE CALL US IMMEDIATELY.

How Can We Help?

01

Schedule or Change a Meeting

Need to schedule, reschedule, or request a review meeting?

Contact Client Experience Team

02

I need help with paperwork or an account related request

Contact Wealth Management Operations Team

03

I have a billing related question

Contact: For general billing questions

Contact: For investment account billing questions

04

I have a financial planning related question

Contact Your Financial Planner or Wealth Manager

Jessica Blake, CTFA

Hannah Burchell

Adeeb Chowdhury

05

I have an investment account related question, but don’t have a Financial Planner or Wealth Manager

Contact Your Sift Investment Team Members

Kerstin Driscoll-Witt

CJ Gettelfinger

Management Team

Please share with us your experience, good or bad, so that we may consistently make improvements that matter.

Travis Maus

Chief Executive Officer

Provide feedback on what we are doing well or could be doing better.

David Nirch

Chief Operating Officer

General business and client experience inquiries.

Todd Wilcox

Chief Compliance Officer

To escalate any issue.

Brad Eaton

Sr. VP of Sift Investment Management

To get help with an investment related issue.

Jeff Chase

Sr. VP of Wealth Management

To get help with a wealth management related issue.