S.E.E.D. Planning Group Launches Adopt a Charity Program
S.E.E.D. Planning Group’s Adopt a Charity program selects Roberson Museum for 2025. Through the Adopt a Charity campaign, S.E.E.D. identifies and supports outstanding organizations that demonstrate strong leadership, financial responsibility, and a commitment to improving the... - April 03, 2025
Tyler Sherven Named Manager of Institutional Services for S.E.E.D. Planning Group
S.E.E.D. Planning Group proudly announces Tyler Sherven, Senior Investment Planner, has been promoted to Manager of Institutional Services. Tyler has been with the firm since 2021. In this new role, Tyler will focus his efforts on coordinating the services provided to S.E.E.D.’s... - March 15, 2025
Jessica Blake Joins S.E.E.D.’s Leadership Team
S.E.E.D. Planning Group proudly announces that Jessica Blake, Senior Wealth Manager and Certified Trust and Fiduciary Advisor (CTFA), has joined the firm's leadership team. S.E.E.D.’s Leadership Team was formed to acknowledge team members who exemplify the company’s values and have... - March 11, 2025
S.E.E.D. Hires Operational Specialist
S.E.E.D. Planning Group is proud to announce that Tylar Polovchak has joined the firm as an Operations Specialist in their Binghamton office. Before joining S.E.E.D., Tylar worked as a Recruitment Specialist with CrossAmerica Partners. In her role, she connects with clients as she prepares... - March 01, 2025
Matt Goliber Promoted
S.E.E.D. Planning Group is pleased to announce that Matt Goliber, an Operations Specialist, is being promoted to Manager, Financial Planning Operations, a new position within the firm’s Financial Planning division. This position has been designed to streamline operational tasks, allowing S.E. - March 01, 2025
Mae Tichenor Joins S.E.E.D.’s Leadership Team
S.E.E.D. Planning Group proudly announces that Mae Tichenor, Senior Administrative Coordinator, has joined the firms leadership team. S.E.E.D.’s Leadership Team was formed to acknowledge team members who exemplify the company’s values and have personally and professionally dedicated... - March 01, 2025
Dan Kain Joins Leadership Team
Dan Kain, Senior Wealth Manager at S.E.E.D. Planning Group has joined their leadership team. - February 26, 2025