October 2023 – Syracuse, NY – S.E.E.D. Planning Group proudly announces Jeff Chase has been promoted to the Head of the Financial Planning Division. He currently works out of the firm’s office in Liverpool, New York. 

Since joining the firm in 2020, he has spent the last two years working alongside the S.E.E.D.’s CEO, Travis Maus, in the training and development of planners and serving as the firm’s Financial Planning Education Manager.  

According to Maus, “Jeff has shown and contributed incredible value to S.E.E.D., with his participation in our Mentoring Program, Specialized Teams, and as the Financial Planning Team’s Education Manager. This will open a new and exciting chapter for both Jeff and the Financial Planning Team.” 

Jeff, alongside his wife, Theresa, and two children, Rocco and Giuliana, currently reside in Liverpool, New York. Surrounded by friends and families, they love their community and couldn’t be more excited for this opportunity.  

For more information about S.E.E.D. visit www.seedpg.com   

S.E.E.D. Planning Group, L.L.C.  

31 Lewis Street, Ste 401  

Binghamton, NY 13901  

(607) 217-5091  

info@seedpg.com