
(508) 621-5621




Location: Paxton, MA
Credentials: MBA (Master of Business Administration with a concentration in Finance) and Series 65 FINRA license through LPL Financial.
Seneca's path to financial planning is rooted in his upbringing. Raised by a single mother in Paxton, Massachusetts, he saw firsthand the impact that finances can have on a family, both the strain they can cause and the stability they can provide. That experience shaped his decision to enter the financial services industry: he wanted to help people plan for their goals and ensure their finances would never stand in the way of what mattered most to them. He carried that motivation into his studies at Clark University, where he earned his MBA, and gained firsthand experience at Milestone Financial Planning and Cutler Capital Management, conducting various tasks like stock compensation analysis, tax planning, equity research, and financial modeling.
Seneca joined the Waymark team in July 2026 as a Client Service Associate, where he supports clients' day-to-day needs while working toward his broker-dealer licensing. He is currently building on his Series 65 by furthering his education in financial services. He brings a fiduciary-first, client-focused investing philosophy to his work and enjoys helping clients think clearly about their long-term goals.
Outside of work, Seneca still calls central Massachusetts home, where he lives with his 17-year-old cat, Oreo, whom he has had since he was 6 years old. Baseball was a lifelong pursuit that took him all the way to the college level at Clark University, a milestone he still looks back on with pride. These days, he spends most of his free time outdoors, hiking, fishing, and playing golf at the public courses near Paxton. He also developed a love for traveling with recent trips to Bangkok, Niagara Falls, and the White Mountains of New Hampshire. In recent years he's also taken up meditation, which he credits with helping him stay grounded, and he is always happy to talk through what the practice has done for him with anyone curious.
