Seth Potts

For Seth, the most rewarding part of his work is witnessing when clients realize they’re on the right path — when a carefully crafted plan clicks, and they feel empowered to move forward with clarity and purpose.

Seth’s journey into the financial services industry began at Mount Vernon Nazarene University, where he earned a Bachelor of Science in corporate finance with a minor in financial planning. As an intern at Merit Advisors during the summer after his junior year, Seth gained hands-on experience in the financial planning process, solidifying his desire to pursue a career in the field. After graduation, he joined the team full time, supporting lead advisors by building financial plans, assisting with implementation and mastering the art of client service. These experiences laid the foundation for his current role as a financial advisor.

Passing the Series 65 securities exam, he is licensed in life and health insurance in Ohio. He is also pursuing his CERTIFIED FINANCIAL PLANNER® designation to further enhance his ability to serve clients. His approach to financial advising is rooted in the belief that wise stewardship can transform lives. Seth is passionate about helping clients align their financial decisions with their values, empowering them to live with purpose and use their resources to bless others.

Outside the office, Seth and his fiancée, Madeline, enjoy spending time with their Bernedoodle, Moose. Seth maintains an active lifestyle, enjoying weightlifting, running, hiking, golfing and playing basketball. A self-proclaimed movie critic, he also loves analyzing films and spending quality time with loved ones.