July 2025- Knoxville, TN – We are pleased to announce the promotion of Caitlyn Urgiles to Trading Specialist....
Caitlyn Urgiles Promoted to Trading Specialist
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News
S.E.E.D. Hires Investment Trading Associate
June 2025 – Binghamton, NY – We proudly announce the addition of Jacob Martin to our Investment Team as an...
S.E.E.D. Hires Investment Associate
June 2025 – Binghamton, NY – S.E.E.D. Planning Group is proud to announce that Cassidy McKnight has joined the...
CJ Gettelfinger Earns Accredited Investment Fiduciary Designation
June 2025 – Knoxville, TN – CJ Gettelfinger, an Investment Planner with our Investment Team, has been awarded...
S.E.E.D. Hires Investment Operations Associate
June 2025 – Knoxville, TN – We proudly announce that Amanda Dann has joined our team as an Investment...
Hannah Burchell Promoted
June 2025 – We proudly announce that Hannah Burchell, a Senior Financial Planner who joined our firm in 2020,...
Lucas Nulsen Earns Accredited Investment Fiduciary Designation
June 2025 – Knoxville, TN – Lucas Nulsen, an Investment Associate with S.E.E.D. Planning Group, and former...
S.E.E.D. Hires Financial Planner
May 2025 – Syracuse, NY – S.E.E.D. Planning Group is pleased to announce the addition of Alex Ierardi to its...
Dan Kain Named Manager of Financial Planning Education
May 2025 – Syracuse, NY – S.E.E.D. Planning Group is proud to announce that Dan Kain, a Senior Wealth Manager,...
Jessica Blake Named Manager of Tax Planning
May 2025 – Binghamton, NY – S.E.E.D. Planning Group is proud to announce that Jessica Blake, a Senior Wealth...
S.E.E.D. Hires Financial Planning Operations Specialist
May 2025 – Binghamton, NY – S.E.E.D. Planning Group is proud to announce the addition of Tiffany Dodd as a...
CJ Gettelfinger Promoted
April 2025 – Knoxville, TN – We are proud to announce that CJ Gettelfinger, an Investment Associate, has been...
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