Christopher J. Seeley has been advising private and corporate clients since 2002 with a single purpose–to help them reach their financial goals by providing an unparalleled level of service, advice, and accessibility. Chris has grown his practice by listening to clients and focusing on their unique needs. This approach has helped them grow their assets, address any challenges, and secure their legacies. Chris specializes in intergenerational wealth transfers, estate planning, and preparing clients for retirement.  Chris began his career as a Financial Advisor at UBS Paine Webber in Boston and Smith Barney in Springfield. Chris graduated with a B.A. in Philosophy from George Washington University. He holds the Series 7 and 66 licenses and is registered in 44 states. He has offices in Washington, D.C., Boston, and Springfield.

Steven T. Howard joined the firm following a 20-year career creating and managing client portfolios at Morgan Stanley and predecessor companies. As a Managing Director based in New York, he focused his attention on helping high net worth individuals build and preserve wealth using a disciplined, process-based approach to investing. Steve has also held various strategy and research positions within Citigroup. He spent two years managing the Citi Private Client Investment Strategy team in London and worked as the financial services strategist for Smith Barney in New York. He received an M.B.A. degree in Accounting and Finance from New York University’s Stern School of Business. Steve’s background in portfolio management, asset allocation, and macroeconomics dovetail well with the team’s client-first approach to wealth management.  Steve lives in Longmeadow, MA with his wife and four children.

Michael serves as a financial advisor at Seeley Howard, having joined the team in 2015. Michael has been a financial advisor for over 30 years and has served high net worth clients along with small businesses throughout his career. He is actively involved in the Northampton, MA community, and serves on the boards of various non-profits. Michael has two grown children and if he isn’t working, you can find him traveling or meditating.

Wendy started her career in financial services in 1986 and has been advising clients since 2001. Her reasons for becoming a financial professional are deeply personal as she saw many friends and family struggle to find the help they needed to map out their financial future. She has spent her career working to educate her clients to have a comfort level and better understanding of their finances to reach their financial goals. Wendy graduated from Assumption College is Worcester, MA with a BS in Social Sciences and holds her Series 7, 63, 65, 24, Insurance & Annity Licenses as well as the Certified Financial Planner®, Chartered Retirement Planning Specialist and Accredited Investment Fiduciary® designations. She lives in Worcester with her husband Andy, has two grown children and 2 grandchildren that live in Maine.