MEET OUR TEAM
The team behind Sears Wealth Management & Insurance Solutions is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
-
Michael Sears
PRESIDENT, INVESTMENT ADVISER REPRESENTATIVE & FINANCIAL ADVISOR
-
Seth Morris
INVESTMENT ADVISER REPRESENTATIVE & FINANCIAL ADVISOR
-
Chase M. Morris, J.D.
INVESTMENT ADVISER REPRESENTATIVE & FINANCIAL ADVISOR
-
Haley Nordstrom
MARKETING COORDINATOR
-
Hilary Hernandez
CLIENT CARE SPECIALIST
-
Krysten Baznette
CLIENT CARE SPECIALIST
-
Taylor Baznette
SCHEDULING COORDINATOR
OUR VALUES
We are committed to providing our clients with the best possible service. We believe that by putting our clients first, we can build lasting relationships and help them achieve their financial goals.
-
Client Centered Services
We listen to our clients' needs and concerns, and then develop customized retirement plans that meet their specific goals. We meet with our clients every six months to review their progress and make any necessary adjustments to their plan.
-
Honesty and Integrity
We are honest and transparent with our clients, and we always do what is right. We believe that trust is essential for building lasting relationships.
-
Optimism
We approach each situation with an optimistic and positive point of view, looking for solutions that will meet the needs of our clients. We believe that a positive attitude is essential for achieving success.
-
Competency
We are committed to lifelong learning and ongoing education. We also seek the expertise and creativity of “best in class” subject matter experts to obtain the very best advice in the areas of; financial planning, tax reduction strategies, money management and investments, estate planning, and insurance.
READY TO TAKE
THE NEXT STEP?
For more information about any of the products and services we offer, schedule a meeting today.
