We believe that investment management and prudent portfolio allocation can be accomplished with an overall wealth management strategy
Founding Partners: (left to right): Brian D. Holmes, MS, CFP®, CMFC, AIF®, Gary K. Liska, MS, CFP®, CMFC, AIF®, Paul Taghibagi, CFP®, ChFC, AIF®, Mark E. Copeland, CFP®, AIF®
The four founding partners of SEIA have worked together on clients’ behalves for over two decades. With their teamwork built upon a cohesive and continuous foundation of wealth management, they envisioned the opportunity to serve their affluent clients’ unique goals and objectives by adhering to the fiduciary standards of an independent registered investment advisor. With their team approach of doing business, the firm has over $5.8 billion in assets under management as of December 31, 2016.
As the guiding force behind the growth and proficiency of the firm, the founding partners provide insightful direction and depth, essential in today’s complex financial environment.