Set joined Financial Synergies in 2025 as a Senior Financial Advisor bringing over 12 years of industry experience. He is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent with the IRS.

Set began his professional journey at Stetson University where he played Division I Men’s Soccer and studied Accounting.

At a young age, Set enjoyed mentoring teammates on the soccer field and in the classroom.  His desire to help others carried into his professional career as a Financial Planner.  He enjoys getting to know clients on a personal level and providing advice specific to a client’s unique set of circumstances.

As an Enrolled Agent, Set works closely with clients on complex tax strategies with the goal of never overpaying the IRS.

In his spare time, Set enjoys long walks with his wife, Jackie, children Audrey and Sev, and family dog Stella.