I joined Waterworth Wealth Advisors in 2019 to help our clients navigate their financial journeys with confidence and clarity. As an Associate Wealth Advisor, I assist our team in providing tailored financial planning advice, helping clients manage investments and mitigate taxes. I aim to ensure we provide financial services that save our clients time, energy, and resources while enabling them to achieve their goals more successfully. I’m committed to providing our clients with the personal and proactive support they deserve as we work together to secure their financial future.
Having transitioned into finance after an earlier career in architecture, I bring a unique perspective to problem-solving and attention to detail. With an M. Arch degree and a real estate background, I transitioned into finance, leveraging my analytical skills and attention to detail. This foundation equipped me with the expertise to understand complex financial landscapes, manage risk, and provide tailored strategies aligned with our clients’ goals.
I earned a Bachelor’s degree from Judson University and a Master’s degree from Lawrence Technological University. I hold FINRA Series 7 & 66 licenses and Exam P & Exam FM credentials from the Society of Actuaries. As a community liaison, I have previously served on various professional boards within the City of Fort Worth as an advocate for proper stewardship of tax dollars to benefit city residents.
seana@waterworthwa.com