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One of Florida’s pre-eminent income and retirement planners, Bruce was President of SecuRetirement, Inc., and the tax planning firm of TaxSecure. After a two year bout with cancer, Bruce is back and better than ever. “I’m used to running my own firm”, says Bruce, “however, during my illness, I had concerns…what would happen to my clients if something happened to me? I create legacies for my clientele; not having a succession plan would be hypocritical. That is why I joined forces with Seeman Holtz. They share my commitment to the retirement community. If something happens to me, they are ready to step in and continue the highest level of service possible. The only thing my client’s will miss is my smile.” Back to top

Mr. Emmets is a series 65 Registered Investment Advisor. He received his first Insurance and Investment licenses in 1991. He earned the CSA, Certified Senior Advisor designation in 1997, the CLTC, Certified Long Term Care Consultant designation in 2001, and the CEA, Certified Estate Advisor designation in 2004. Mr. Emmets was certified in Retirement Income Management in 2005. He is currently enrolled in the CFP and CHFC programs through The American College. Mr. Emmets is an Approved Advisor with the National Ethics Bureau. He is a proud Veteran of the U.S. Army. Mr. Emmets has received numerous industry awards and has provided sound planning for thousands of seniors during his career. Back to top

Prior to obtaining the Sales Director title in mid 2009, Robert Epstein served as the VP of sales. Robert’s 21 year career within the Financial Services industry includes a three year tenure managing a branch office for Charles Schwab & Co., Inc. in Coral Gables, FL, and two years as the director of sales for Charles Schwab’s Latin American Division in Coral Gables, Florida. Robert joined Seeman Holtz in 2008 after working as a financial advisor for SunTrust Securities and Wachovia Securities respectively in Bal Harbour, FL. Robert received his Bachelor of Science degree in 1989 at the State University of New York at Plattsburgh where he majored in Business Management. Back to top

Michael Golden is an experienced financial and business advisor with over 40 years of professional experience. He holds a B.S. degree in Chemistry and a MBA in Executive Management. Prior to becoming a financial advisor, Michael was a successful executive in both the microelectronics and environmental industries. As the CEO of Entech Environmental Labs, he built the certified analytical lab into a regional leader before selling the company in 1998. Michael believes that people in retirement should have their investments in fixed accounts with guaranteed rates of return. He works with each of his clients to develop a personalized plan that meets or exceeds their needs. Back to top

ERIC HOLTZ is a founding member and co-owner of National Senior Insurance, d.b.a. as Seeman Holtz. He is also a principal and owner of Seeman Holtz Financial, the money management firm for the clients of Seeman Holtz. Mr. Holtz was originally a general contractor after undergraduate school at Washington University in Saint Louis and graduate school at University of Florida. Mr. Holtz and Mr. Seeman were roommates and co-captains of both the football team and track and field team at Washington University. Mr. Holtz is a Chartered Financial Consultant, Chartered Advisor in Senior Living and a multi-year top of the table producer in the Million Dollar Roundtable. Mr. Holtz is also an investment advisor, series 65. He has conducted over 800 workshops and seminars across the country, authored numerous publications and hosted radio shows. Mr. Holtz is married and has 3 children. Back to top

SCOTT HUDSON has over 14 years of investment industry experience and FINRA Securities licenses including the Series 7, Series 8, Series 24, Series 63 and the Series 65. Scott has worked for both large and small companies including Waterhouse Securities, which has since been renamed to TD Ameritrade, as well as institutional boutique firms serving as Chief Operating Officer and Chief Compliance Officer for First American Capital and Trading. Scott has been nationally recognized as a leader in both client satisfaction and overall job performance. He holds an undergraduate degree in Finance from Villanova University and a Masters of Business Administration degree from St. Louis University. Back to top

Paul graduated Summa Cum Laude from Johnson and Wales University with a degree in Finance. Prior to joining Seeman Holtz, he was in private banking working with Vanguard, becoming an expert in tax, estate, and chronic illness planning. With a passion for people and finance, Paul meets with his clients to review their current financial situation and maps out their long and short-term goals. Determining the strongest possible strategies, he then customizes a plan specifically to help his clients best reach their financial objectives. After the plan is implemented, he meets with his clients on a regular basis to uncover any changing needs they may have and adjusts their plan accordingly.Back to top

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James Kuhar is an Advisory Consultant with over 25 years of experience in the Financial Services Industry as a Financial Advisor and Branch Manager. He has dedicated his practice exclusively to the continual education of the retirement community by keeping them informed and abreast of state of the art strategies that may enhance and bolster income, reduce and tame investment volatility, minimize or eliminate the effect of taxes and offer alternatives to chronic illness planning. He strongly believes in helping and supporting the people and families of the community in which he lives. James is an Advisory Board Member for the Salvation Army in Naples where he has resided with his wife and family since 1996. Back to top

Eric Levitt has 5 years of experience in the Financial Services industry having achieved his Life, Health and Annuity License in Florida. Prior to Seeman Holtz, Eric was at Northwestern Mutual and Guardian Life serving the needs of high income executives and business owners. Before entering the field of financial services, Eric established himself as a successful entrepreneur in New Jersey creating one of the largest school furnishings companies in the area. Back to top

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Ken has been Financial Advisor for over 20 years, helping his clients meet their Medical and Retirement Planning goals. Honesty and Integrity, along with providing the best possible service, is most important to him. With a degree in Economics from a major Midwestern college, Ken is Certified in Long Term Care and is a Certified Senior Advisor. Additionally, he spends countless hours keeping up with industry changes and ways to better serve his clients. A South Florida resident since 1996, he has several hobbies involved with different charitable organizations. Ken has also been a member of the National Association of Insurance and Financial Advisors and the Million Dollar Round Table for many years. Back to top

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Sally’s true passion is helping senior citizens. For the last 20 years, she has been educating seniors regarding Long Term Care and Critical Illness coverage, protection crucial to protecting their assets. For the last 6-years, her primary focus, along with Long Term Care coverage, has been Life Insurance, and a variety of products, tailored to fit the needs of her clients. Sally also offers "state-of-the-art" annuities, for those who qualify. Sally’s has been volunteering for many years at nursing homes in Delray Beach, having services for the residents during holidays, along with singing songs, and discussing memories surrounding the particular holiday, and just bringing joy into the lives of the people. Back to top

As a Financial Advisor, Sheldon Rosenberg developed plans for helping seniors with options for providing safe and secure financial alternatives. He utilize his background in financial education from companies that he trained under such as Prudential Financial Services, Mass Mutual, New York Life Insurance Company and Fidelity Mutual Life. Mr. Rosenberg has extensive experience in mortgage planning as the owner and principal broker of Benchmark Mortgage, in Boca Raton, Florida. Mr. Rosenberg graduated from the University of Miami with a BBA in Accounting and Finance in 1971. Back to top

As a Financial Services professional, Tyler constantly stays up to date with the most current developments in the financial industry. He considers customer service to be a top priority in his work. His personal mission is to work closely with clients to establish focused, personal goals. As a graduate of Florida State University with a double major in Finance and Business Management, Tyler has been able to simplify complex financial strategies so that his clients can make clear, educated decisions regarding financial planning options. Back to top

MARSHAL SEEMAN is a managing member of SHT Holdings, LLC. Mr. Seeman established himself as a successful entrepreneur while in college by building and selling one of the largest college catalog businesses in the country. Later, Mr. Seeman teamed up with Eric Holtz, to found National Senior Insurance, Inc. dba Seeman Holtz in 1998. Seeman Holtz is a national leader in post-retirement financial planning. Since its inception, Seeman Holtz has built a reputation for its expertise in the life insurance industry; writing in excess of $250 million in face value of life insurance policies. Back to top

Jason is a Philadelphia native and attended Temple University. He has been an integral component and top producer at Seeman Holtz since 1999. Prior to that, Jason spent ten years on the tennis courts as a high school and college tennis coach, country club tennis director, and tennis club owner. Jason’s unique passion for this business is quite evident to his hundreds of clients across the country. Custom-tailored estate planning for the high net worth segment is his specialty. Jason frequently travels for business and enjoys spending time with his clients and their families. Jason is married and has six year old triplets. Back to top

Michael joined Seeman Holtz in 2005 as Business Manager, with over 28 years of financial industry experience, and a Bachelors degree in education from Brooklyn College. He keeps our clients informed on the status of their accounts and on policy and procedure changes in the industry. Michael’s extensive background enables him to educate our clients and advice them on the latest in financial products and strategies. He earned top producer awards for 2008 and 2009 from Columbus Life Insurance and Annuity Company and was awarded membership into the Million Dollar Round Table Club for 2010. Michael is licensed as an investment advisor representative, as well as in insurance products, health care, and long term care. Back to top

Dan Waldman is a seasoned Financial Advisor with over 12 years of professional experience. Prior to Seeman Holtz, Dan was an Internal Wholesaler with Franklin Templeton Investments, and an Investment Representative with CUSO Financial Services. Dan was also the V.P. of Investments with Quick & Reilly (later acquired by Bank of America), where he presided over a 12-member Pacific Regional Director's Council in recognition of outstanding client service. His licenses include FINRA Series 4, 7, 9/10, 63, & 65. He holds a Bachelor's degree in Business Administration from Emory University, and is currently matriculated at Florida State University, where he is obtaining his Master’s degree in Business Administration. Back to top

Bruce rejoined Seeman Holtz in 2009 to assist in the firm’s National Expansion. Bruce, known for his Agency building experience, built the largest Life Insurance agency in the U.S. in the 70’s and 80’s. Bruce also assisted in the growth of Seeman Holtz’s Foundational Company, National Senior Insurance to an Agency of multiple outlets from 1999 – 2001. A graduate of Florida Atlantic University Bruce owns and operates a Beef Cattle Ranch on the West Coast of Florida. He and his spouse Charmaine, have two Ivy League lawyers for children and reside in Aventura/NMB Florida. Back to top

Prior to joining Seeman Holtz, Mr. Williams worked as an attorney in the Atlanta office of Greenberg Traurig LLP, an international law firm, and in the Miami office of Jorden Burt LLP. Mr. Williams counseled clients in the financial services and entertainment industries. His experience includes advising and providing strategic guidance to clients regarding various business and legal matters. Mr. Williams received his undergraduate degree from Harvard University, cum laude, and his Juris Doctor degree from Emory University School of Law. Additionally, Mr. Williams was a high school state wrestling champion and a Division I college wrestler. Mr. Williams is committed to helping each client achieve his or her financial goals and objectives. Back to top