S.E.E.D. Planning Group names head of financial planning division

Jeff Chase

SALINA, N.Y. — S.E.E.D. Planning Group, LLC recently announced it has promoted Jeff Chase to head of the firm’s financial planning division.  He currently works from the firm’s office on Elwood Davis Road in the town of Salina. Since joining the firm in 2020, Chase has spent the last two years working alongside the S.E.E.D. […]

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SALINA, N.Y. — S.E.E.D. Planning Group, LLC recently announced it has promoted Jeff Chase to head of the firm’s financial planning division. 

He currently works from the firm’s office on Elwood Davis Road in the town of Salina. Since joining the firm in 2020, Chase has spent the last two years working alongside the S.E.E.D. Planning Group’s CEO, Travis Maus, in the training and development of planners and serving as the firm’s financial planning education manager.

“Jeff has shown and contributed incredible value to S.E.E.D., with his participation in our Mentoring Program, Specialized Teams, and as the Financial Planning Team’s Education Manager. This will open a new and exciting chapter for both Jeff and the Financial Planning Team,” Maus said in a news release. 

S.E.E.D. Planning Group has offices in Binghamton, Whitney Point, Salina, as well as Knoxville, Tennessee.

Jornal Staff: