Sean Sebold, CFP®, CFA, President

Mr. Sebold has over 10 years of experience in the financial planning and investment management industries. His diverse background and experience, ranging from the floor of the Chicago Mercantile Exchange to a Global Consultancy in Andersen Consulting, provide a unique vantage on wealth management.

By focusing on the distinct needs of business owners, leaders and their families, Mr. Sebold is able to guide the client through life decisions that bridge the gap between wealth and quality of life.

Mr. Sebold, a strong believer that education and knowledge provide value, is a part of a small group of advisors in the country that have both earned the CFP certification and hold the CFA Charter. Both designations are the highest level of certification in their respective field. (Less then 3% of all advisors in the country hold both designations.)

His formal education began with a BA in English from Villanova University, Villanova, PA. He completed his CFP education at the College for Financial Planning and went on to obtain an MBA with majors in Finance, International Business and Marketing from Northwestern University’s Kellogg School.

Mr. Sebold is also actively involved in the industry. He is past-president and chairman of the Financial Planning Association of Illinois, the largest FPA chapter in the country. After serving at the state level, Mr. Sebold now chairs the Financial Planning Association’s National Pro Bono Advisory Committee.

Mr. Sebold’s unique philosophy of financial planning has been quoted in many magazines, most prominently in AARP Magazine, Crain’s Chicago Business, CFA Magazine and USAA Magazine. He has made presentations at the Kane County Bar Association, the CFA Institute of Chicago, and at the Financial Planning Association meetings. He has been a guest on ABC’s Sunday Morning “NewsViews” with Alan Krashesky and Fox News.

When not working, Mr. Sebold spends his time with his wife and four small children. He enjoys marathon running/training, golfing, sailing and reading.

Mr. Sebold’s enthusiasm for the challenge of the financial market and his dedication to doing what is right for his clients gives him great satisfaction.

Rob Costello, Para-Planner

Rob comes to us from Ameriquest Mortgage Company where he was a mortgage specialist. He received his B.S. from the University of Illinois at Urbana-Champaign, where his studies included Finance, Financial Markets, and Personal Wealth Management. Rob is currently enrolled in the Certified Financial Planner education program. His responsibilities include analyzing, creating and organizing client data and reports. Rob enjoys playing intramural basketball and soccer.

Kelly Sebold, Administration

Kelly previously worked for a Midwest regional bank, where she spent 10 years as an investment specialist. She then moved to the private banking sector handling high net worth clients. Her responsibilities include all administrative functions of Sebold Capital such as new account opening, transferring of funds, and other client critical requests. Her hobbies include art, craft, and the general pleasing of her grandchildren. She is married with four children.

Trish Theriault, Office Manager

Trish handles the day-to-day office work. She will help answer your questions quickly. She is married with four children.