Christian Seybert enjoys hearing clients say they can breathe “a sigh of relief” when they think about their finances. His goal is for clients to feel confident about their financial future so they can focus on other interests. 

Christian believes collaboration and education make for informed decisions. To that end, he starts every relationship with questions about current goals and past financial experiences to establish a financial path that works for the client. Open communication and education on both sides can help craft the right investments and planning to achieve future goals.

Christian recognizes that wealth planning can be intimidating. He uses analogies and real-life examples to help his clients better understand the discipline’s sometimes complex concepts. He wants his clients to ask questions and learn so they feel confident in making informed decisions.

He includes regular check-ins to ensure that previous decisions are still in line with current life circumstances or if they need to be adjusted.

Christian has his Series 65 and graduated with a Bachelor of Science in Business Administration from The Ohio State University. He lives with his family in Bay Village, Ohio, and enjoys golf and competitive sporting clays.