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GRAND RAPIDS, Mich. - Michimich -- Covenant Trust, a fiduciary trust company specializing in investment management, trustee services, and estate and gift planning for individuals, families, and institutions, is pleased to announce the addition of Seth Hicks, CFP®, as the new Financial Services Representative for the Great Lakes region. With nearly a decade of experience in financial services, Seth brings a wealth of expertise in guiding clients through their financial planning needs. He serves clients residing in lower Michigan, including Covenant Living of the Great Lakes in Grand Rapids, and those in Kentucky, Ohio, Tennessee, West Virginia, western New York, and western Pennsylvania. Seth can be reached at srhicks@covenanttrust.com or 847-583-3270.
"I am thrilled to join Covenant Trust and contribute to the company's mission of delivering exceptional financial services," said Seth Hicks. "I look forward to helping clients achieve their long-term goals through personalized financial guidance and demonstrating the unique value Covenant Trust offers."
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Seth, a CERTIFIED FINANCIAL PLANNER™ (CFP®), holds a bachelor's degree in business administration and finance from Davenport University. Certified in Morningstar Direct, he specializes in building customized financial plans tailored to each client's unique circumstances and long-term goals. Seth's career has taken him from roles advising on insurance products to delivering expert financial planning and constructing tailored financial strategies for clients nationwide. His family owns The Ice Cream Garage in Grand Rapids.
"Seth's passion for helping clients achieve their financial objectives is evident," said Joe McGraw, Vice President, Business Development and Sales Manager. "His expertise and commitment to service aligns perfectly with Covenant Trust's mission of helping clients achieve their financial and charitable goals. I am confident he will make a significant impact at Covenant Trust, especially for our clients."
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Covenant Trust, based in Chicago, IL, has a nationwide network of financial services representatives dedicated to serving families and institutions throughout the U.S. with a full suite of trust services, including investment management, financial guidance, and gift and estate planning. Covenant Trust is committed to helping clients achieve their purposes and make a positive difference in the world around them. Founded in 1988, Covenant Trust is a non-depository trust company regulated by the Illinois Department of Financial and Professional Regulation, Division of Banking.
visit us at https://covenanttrust.com/
"I am thrilled to join Covenant Trust and contribute to the company's mission of delivering exceptional financial services," said Seth Hicks. "I look forward to helping clients achieve their long-term goals through personalized financial guidance and demonstrating the unique value Covenant Trust offers."
More on Michimich.com
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Seth, a CERTIFIED FINANCIAL PLANNER™ (CFP®), holds a bachelor's degree in business administration and finance from Davenport University. Certified in Morningstar Direct, he specializes in building customized financial plans tailored to each client's unique circumstances and long-term goals. Seth's career has taken him from roles advising on insurance products to delivering expert financial planning and constructing tailored financial strategies for clients nationwide. His family owns The Ice Cream Garage in Grand Rapids.
"Seth's passion for helping clients achieve their financial objectives is evident," said Joe McGraw, Vice President, Business Development and Sales Manager. "His expertise and commitment to service aligns perfectly with Covenant Trust's mission of helping clients achieve their financial and charitable goals. I am confident he will make a significant impact at Covenant Trust, especially for our clients."
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Covenant Trust, based in Chicago, IL, has a nationwide network of financial services representatives dedicated to serving families and institutions throughout the U.S. with a full suite of trust services, including investment management, financial guidance, and gift and estate planning. Covenant Trust is committed to helping clients achieve their purposes and make a positive difference in the world around them. Founded in 1988, Covenant Trust is a non-depository trust company regulated by the Illinois Department of Financial and Professional Regulation, Division of Banking.
visit us at https://covenanttrust.com/
Source: Covenant Trust
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