Meet the Staff
Sebold Capital Management is comprised of individuals who have numerous characteristics in common—even if none of them are exactly common in the world of wealth management—a devotion to understanding and embracing our clients uniquely individual goals; a commitment to using our broad expertise to realize those goals; and a personal zeal for doing what we do in ways that continually set us apart from our larger, corporate peers in this field. This team includes:
Sean Sebold, CFP®, CFA, President
Sean has over 20 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, Sean is able to guide the client through life decisions that bridge the gap between wealth and quality of life.
Sean, a strong believer that education and knowledge provide value, is a part of a small group of advisors that have earned both the CFP certification and the CFA Charter. Both designations are the highest level of certification in their respective field. (Less than 3% of all advisors in the country hold both designations.)
His formal education began with a BA in English from Villanova University. 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.
Sean is actively involved as a member of the Legislative Committee for the Naperville Area Chamber of Commerce and sits on the Board of Hesed House. He is a past-president and past-chairman of the Financial Planning Association of Illinois, the largest FPA chapter in the country. After serving at the state level, Sean chaired the Financial Planning Association’s National Pro Bono Advisory Committee. He also served on the Illinois State Treasurer’s Advisory Council on Financial Education and Literacy.
Sean’s unique philosophy of financial planning has been quoted in many articles, most prominently in The Wall Street Journal, AARP Magazine, Crain’s Chicago Business, CFA Magazine, Financial Advisor Magazine, USAA Magazine and the Chicago Tribune. He has made presentations at the Kane County Bar Association, Naperville Area Chamber of Commerce, the CFA Institute of Chicago, and at the Financial Planning Association meetings. He has been a guest on WTTW’s Chicago Tonight with Phil Ponce as well as ABC’s Sunday Morning “NewsViews” with Alan Krashesky and Fox News.
When not working, Sean spends his time with his wife, four children, and two dogs. He enjoys golfing, tennis, sailing and reading.
Susan J. Templeton, Advisor
Susan joined Sebold Capital in July, 2019 during the acquisition of Stafford Wells Advisors, Inc. She will continue to manage her clients with Sebold Capital and will be a member of the Investment Research Committee.
Prior to founding Stafford Wells, Susan was a partner with QIS Advisors, a quantitative money management firm. In 1996 Susan became CEO and President of Templeton Associates, which provided strategy, portfolio design, and marketing for institutional investment advisors. Susan also managed and led two mutual fund companies, The Newton Funds (a subsidiary of the M&I Corporation) and the William Blair Mutual Funds.
Susan is also an independent director of Claridge’s Trust Company and Marshall Street Capital, where she serves on the investment and audit committee, and is on the Advisory Board of Seyen Capital, a Chicago-based early stage venture capital firm. Susan is also on the Board of Directors of Ryan Banks Academy and is founding Chair (former) of the Planned Giving Committee for the Advocate Foundation.
Susan received her BSBA in Marketing from the University of Denver and continued her education to receive her MBA from the University of Chicago.
Drew Blessman, CFP®, Associate Planner
Drew joined Sebold Capital in October, 2015. His responsibilities include developing and implementing financial plans for clients by taking them through the Sebold Capital Wealth Management process.
Prior to joining us, Drew worked for a trust company, specifically assisting clients with their investment needs. He graduated from the Financial Planning Program at the University of Illinois at Urbana-Champaign and passed his CFP® exam in March 2015. In his spare time, he enjoys spending time with his wife and daughter, getting together with friends, and just about anything that has to do with basketball and baseball.
Mary Lyn Patterson, Office Manager
Mary joined Sebold Capital in November, 2010. She has come to us from a financial and college planning firm and has 20 years operations experience in the financial and securities industry. Mary is responsible for managing the office administrative functions, client account transactions, scheduling meetings as well as providing compliance and marketing assistance.
Mary resides in Aurora with her husband, son and their dog, Charlie. During her free time, she loves spending time in her garden.
Kelly Sebold, Administrative Assistant
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. Kelly provides administrative and office support. She is the friendly voice you hear when you call the office and provides assistance with client transactions.
Kelly is married with four children. Her hobbies include art and enjoying time spent with her grandchildren.
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