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 three dogs. He enjoys golfing, tennis, sailing and reading.
Susan J. Templeton, Vice Chair
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.
Christa Madison, Para-Planner
Christa joined Sebold Capital in November, 2019. She has been a part of the financial services industry for over 15 years. Christa’s duties as a Para-Planner include client relationship support through managing, gathering, and analyzing client data, help prepare financial plans and other client deliverables.
Christa has developed a passion for mentoring and supporting women who want to grow their careers in the Financial Planning industry by participating and joining such organization as WIFS (Women in Financial Services) and Chicago Financial Women as well as participating in the internship programs through “girls who invest”.
Christa lives in Schaumburg with her husband and son. In her free time, she plays roller derby and likes to spend time with her family.
Jonathan Alton, CFP®, Portfolio Analyst
Jonathan (Jon) joined Sebold Capital in January, 2020. He received his CFP® certification in 2018 and has been working in the fee-only registered investment advisor industry since graduating from the University of Illinois. He is passionate about education funding and efficient tax planning. Jon’s duties include client relationship support through managing, gathering, and analyzing client data, help prepare financial plans and other client deliverables.
Jon lives in Arlington Heights. He plays ultimate (frisbee) competitively and enjoys going to concerts.
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 support.
Mary resides in Aurora with her husband, son and their dog, Charlie. During her free time, she loves spending time in her garden.
Kailée Mak, Executive Assistant
Kailée joined Sebold Capital in December, 2019. She is responsible for scheduling meetings, managing website and social media content, and providing administrative support. Kailée comes to us with previous experience as an assistant in the corporate and legal realm. She is currently completing her paralegal studies at College of DuPage.
Kailée resides in Naperville. She enjoys hiking and anything outdoors with her dog, Shelbee.
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.
Kally Lorentz, Intern
Kally is a student at North Central College majoring in Business Management with a minor in Finance. She is a member of both the Tri-Alpha and Financial Management Association Honors societies. When not focusing on academics, Kally spends a lot of time either reading classic novels (Steinbeck or Fitzgerald…her favorites) or painting. She also speaks at an intermediate level of Japanese and loves studying that culture on the side.
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