Todd Seymour
For over 30 years, Todd Seymour has provided estate, investment, financial and tax preparation/planning services to clients. A second-generation Floridian, Todd obtained his Bachelor of Science degree in Accounting with a minor in...
Elaine Hanna
Elaine Hanna joined our firm in March 2021 as Client Administrative Manager for Personalized Financial Solutions. Elaine’s primary focus is to manage and enhance the overall client experience. She works closely with our team to...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.