Marshal Seeman

Is President and co-founder of National Senior Insurance, d.b.a. Seeman Holtz. After college Mr. Seeman established and built several successful catalog companies that were eventually purchased. He attended Washington University in Saint Louis and graduated from with a degree in business. Mr. Seeman was co-captain of both the football team and track and field team with his business partner, Eric Holtz. He is a multiple year member of the Million Dollar Round Table and is regularly consulted as an industry expert. Mr. Seeman is married and lives in Boca Raton.

Eric Holtz

Eric Holtz Is a founding member and co-owner of National Senior Insurance, d.b.a. as 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.

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AlexandraHoltzAlexandra Holtz

Alexandra is a graduate of the University of Florida with degrees in Business Administration and Spanish. She has many years of experience with the company as she joined full time after being a paid summer intern since high school. She has quickly grown in her duties and responsibilities with the title of Marketing Assistant but now manages many special projects in various departments as well.View More

amatthewsAndrea Matthews

With more than 25 years in the financial industry, Andrea got her start at age 18 working for Merrill Lynch on Wall Street in Market Analysis doing charts and research. After years of doing stock research she transitioned into stock trading for Wall Street Discount, then Muriel Siebert, which was her passion for several years. She eventually moved to South Florida where she managed an institutional stock trading desk and traded for banks and broker dealers with JW Genesis. View More

Andrew Galluzzo

Andrew Galluzzo is a member of the Marketing and Operations departments of Seeman Holtz. Before joining the Seeman Holtz team as a full-time employee, Andrew spent multiple summers interning at Seeman Holtz soaking up all the information he could at an early age. Besides working in financial services, Andrew has also held multiple other occupations in the hospitality industry and applies his knowledge and experience to his day to day operations at Seeman Holtz. When he is not at work, Andrew enjoys watching sports, being outdoors, and spending time with friends.


Antonio Dicembrino

Antonio’s father immigrated to the U.S (Long Island NY) from Italy at 18. There he met his mother and together they had three children. He states that he got his work ethic and attention to detail from watching his father master his craft and build his own Tool & Die business in Miami FL since 1981. Antonio started his financial career in 1996 as a stock broker with Joseph Charles and Assoc in Boca Raton. View More


Anthony L. Lombardo

Anthony hails from the great State of Michigan, Saint Claire Shores to be exact. In the early days of his life he was a standout athlete in baseball and went to State Competition as a swimmer. He received his formal education at Macomb College in Roseville Michigan majoring in Business. Moving to Florida at the age of 25, Anthony (Tony) entered the mortage… View More

Aubrie Sheffey

Aubrie Sheffey is a member of the Operations Department of Seeman Holtz. She started as a part-time Insurance Application Processor and has quickly made her way to a full-time Operations Project Coordinator. She has quickly gained responsibilities in multiple departments including Property & Casualty, Private Client Group, and the Client Service Campaign. View More

Blake Scheifele

Prior to joining Seeman Holtz, Blake worked for several years as an English teacher and translator at a private school in Japan. After graduating college, he traveled to Japan and immersed himself in Japanese culture. He became fluent in the language and can also write over 2000 Kanji characters. He also met his wife in Japan. Blake was born and raised in Pennsylvania and is a graduate of Penn State University with a degree in History. His positive attitude and energy are a perfect fit for our high value client service model.
Blake currently resides in Jupiter, Florida with his wife and two daughters.


Brett Williams

Prior to joining Seeman Holtz, Mr. Williams worked as an attorney in international and national law firms. 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.View More

Brian Hand

Brian Hand holds the position of Client Service Coordinator at Seeman Holtz. Prior to joining the Seeman Holtz team, Brian started his career in the financial services industry at an independent firm in north Orange county. He has an entrepreneurial background. He was part of a Health Company start up called Tosi Health that has now grown international. He has always had a passion for the financial services industry and for helping people. He strives to create a family atmosphere with everyone he sits down with. He holds licenses in Life, Health and Annuity. Brian was born and raised in Orange County, and in his free time, he enjoys going to Anaheim Ducks Hockey games and spending time with his family.


Bruce Williams

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.

Cynthia Cooper

Cynthia Cooper is a member of the operations department of Seeman Holtz. She has worked as a Business Administration Assistant for the last 15 years including seven years for the Houghton County Public Defender’s office and five years for a major insurance company. She is a Native Floridian who has lived in Alaska, Indiana, Wisconsin, and the UP. In her free time, she enjoys off-roading, painting, and playing with her dog, Kaylee.


Daniel Cucuiat

Mr. Cucuiat brings extensive experience in the financial services industry. In the early 90’s he started his own independent residential and commercial valuation and real estate investment consulting firm. During this time he advised private and institutional clients on projected property values and long-term investment probabilities based on existing economic conditions at the time of purchase.View More

Daniel Tepper

Daniel has been associated with the Financial Services Industry since 1988 when he began his career in banking as a customer services representative for American Savings and Loan. In 1989 Daniel began his Advisor Career with Marketing One Inc. For the next 6 years Daniel specialized in fund portfolio investments. He was recognized as the Top Advisor out of 2,200 Advisors in 1995 in his organization and as well by Franklin/Templeton… View More


Daryl Kutner

Daryl is a third generation professional from South Florida. His father a prominent Litigation Attorney taught Daryl the importance of researching a subject prior to offering ones opinion. Attending Gulliver Academy as well as Prep school segued his education into the University of Miami where he obtained degrees in Marketing and Advertising. His professional direction started in 1997 with DAK Reality where he was host for the Miami Herald online… View More


Dave Bamford

Dave joined Seeman Holtz in 2010 and now manages our client service campaign. He speaks directly with nearly every client across the country and helps coordinate their quarterly review meetings. As a result, he excels at client support. Dave also helps coordinate client mailers and newsletters in our marketing department. Prior to joining Seeman Holtz, he worked as a licensed commodities broker with Pioneer Commodities. View More


David Coyman

Dave started off his career as a stock broker on Wall Street in New York City in 1990. He then transitioned over to becoming an expert in comprehensive financial planning for seniors. Over the last decade he has educated clients as well as other financial service professionals, attorneys and CPA’s around the country on various retirement, income, and wealth transfer techniques. Dave continues to utilize cutting edge View More

David Mead

David has been in the financial services industry for over 25 years. Prior to joining Seeman Hotlz he was a senior advisor with a Merrill Lynch Wealth Management team helping business owners and high net worth individuals achieve their retirement and wealth transfer goals. While at Merrill Lynch he earned his Certified Financial Manager designation and in 2008 earned the CLTC, Certified Long Term Care consultant designation.


Dean Emmets

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.View More


Ed Kayne

Prior to joining Seeman Holtz, Mr. Kayne was licensed and registered with the Department of Banking State of Florida as a Mortgage Broker. Edward was also President of the American Mortgage Services Brokerage Business at the time. Mr. Kayne has extensive and profound experience in Financial Markets. He first became registered with the Commodities Future Trading Commission in 1977. View More

Fritz Zivic

Fritz is a New York native growing up on Long Island and getting his degree from SUNY Oswego, majoring in Business & Marketing. Fritz spent 15 years working in Manhattan, in the sporting goods and fitness industry for top brands Everlast and adidas. He was director of sales and marketing for the boxing and MMA divisions and worked with many high profile athletes and celebrities on numerous initiatives. View More


Ian Bossie

Originally from Portland, Maine, Ian prides himself on customer service and attention to detail when working with his clients. Small town values were instilled in Ian from a young age and he makes every effort to have that come through in dealings with clients. Ian prides himself on exhibiting honesty, integrity, and going the extra mile for those he works with and for. Ian moved to Naples in 2005, and has spent most of his professional career as a realtor handling sales, rentals, and property management. View More

Ian Humphrey

Ian holds the position of client service coordinator for Seeman Holtz. Growing up in Trinidad, Ian learned from an early age the importance of finance in the world and the necessity of saving and investing. Ian focused on Pre-and-Post Retirement planning which led him to acquire his series 6, 7, 215 and 220 licensures. From annuities, stocks, bonds tax efficient strategies to money management, Ian dedicated himself to coaching and…View More

Jaci L. Haas

Jaci L. Haas holds the position of Client Service Coordinator at Seeman Holtz. She began her journey in the financial industry by first working for TD Bank (then Commerce Bank) in 2002. She moved to California in 2009 and is a California State University, Long Beach alumni. Jaci worked with homeowners during the housing crisis to help them keep their homes. After seeing what happens when financial hardship strikes… View More


Jason Sussman

Jason Sussman iis a Philadelphia native and attended Temple University. He has been a top producer and integral component 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 evident to his hundreds of clients in Florida and all across the country. View More

Jeff Abramson

Jeff is a Detroit native with a degree in finance/economics. He started his career in 1991 working as a commodities trader. In 1994, he moved to the opposite end of the risk spectrum and worked as an institutional fixed income broker. In working with the post-retirement community, safety of principle is his core investment philosophy. Jeff is a family man, residing in Boca Raton. Licenses held – FL 2.15 Life, Health & Annuity, Series 7, 24 & 63 (expired)View More


Jen Jimenez

Prior to joining Seeman Holtz in 2007, Jen was managing a Geriatrics Office. She has extensive background in medical administration. At Seeman Holtz, Jen has the important role of primary advisor support. She coordinates all sales support and business processing for multiple classes of products. Everyone in the company knows the value she provides. View More


Julie Feldman is a member of the Operations Department of Seeman Holtz. She currently works as a Licensing/Compliance Coordinator and assists with acquisitions as well as financial advisor compliance. She graduated from Gannon University with a Master’s in Public Administration… View More

Joe Corozza

Joe’s Family moved to Delray Beach, FL from Queens, New York in the Early 1980’s. After graduating from High School in South Florida, he went to Ramapo College in New Jersey start his college career and play intercollegiate football. Two years later Joe returned to South Florida to finish his Bachelors Degree at Florida Atlantic University and start working towards his Masters Degree. Joe spent several years coaching high school football… View More


Joseph M. Paluzzi

Joseph was introduced to financial services in early 90s. He was offered a position specializing in the management of client positions in the commodity futures and foreign exchange markets. In the late 90s he transitioned to the mortgage industry. He was responsible for marketing, staff training, as well as, educating professional real-estate investors. Originally from Detroit, Michigan, Joseph earned a degree in Business… View More


H. Joseph Steck

Joseph Steck’s experience in the financial service industry spans over 20 years. His expert counsel is sought out by both retirees and working professionals for financial planning, investment allocation and estate planning. Mr. Steck has a dual B.S.B.A. from St. Louis University in both Finance and International Business where he excelled taking Masters level classes and graduating in only 3 years. View More

Kim Skidmore

Kim is an Orange County, California native. She graduated from California State University, Fullerton with a degree in Business Management. Prior to joining Seeman Holtz Kim Mai worked in property management and leasing for several companies including the Irvine Company. She also worked in sales and management within the… View More


Larry Saifman

Originally from New Jersey. He is known for his strong conviction and ability to help people. He clearly understands that everyone has different goals and that each situation is unique. Larry was an owner of a Property and Casualty insurance firm for 15+ years in New York. Larry entered the insurance industry in 1985 and has consistently won industry accolades for his dedication and expertise in servicing…View More

Lisa Booth

Lisa Booth is a client service advisor at Seeman Holtz. Her financial career began in 1989 working as a loan processor and over the next 20 years with hard work and dedication, she grew into an underwriter with Sun Trust bank. Lisa has been a resident of Boca Raton since 1965 and has had the opportunity to watch this area grow from a sleepy coastal town to the financial powerhouse it is today. View More

Lisa Echegaray

Lisa Echegaray holds the position of Client Service Coordinator at Seeman Holtz. Prior to joining the Seeman Holtz team, Lisa has over 15 years’ experience in the mortgage and finance industry. At age 15, she started working for an insurance company as a junior processor and worked her way up into underwriting. From then on, she was hooked on anything that had to do with finance.View More

Marlin Silber

Marlin worked in Broward County as an elementary school teacher for seven years before pursuing her true passion in financial services. Even though she loved teaching children, she now loves to educate retirees and pre-retirees about comprehensive financial planning. Before joining Seeman Holtz, Marlin worked as a Financial Representative for PSF Investments.View More

Matthew Logan

Matthew Logan is a native Floridian and was born in Fort Meyers, He currently resides in Deerfield Beach, Florida. Prior to working at Seeman Holtz Matthew attended Florida Atlantic University from which he holds two Bachelors Degree’s, a degree in Political Science and a degree in Criminal Justice. Matthew began his career at a family brokerage firm in Boca Raton. After two years of sales and business development he was promoted to a National Account Executive, servicing families and their advisors across the nation. View More

Mayte Carratala

Mayte Carratala holds the position of Client Service Coordinator at Seeman Holtz. She currently holds her Series 3 License to trade Commodities and traded for about two years and has a Bachelor’s degree in Business Administration. Her passion is helping people achieve their financial goals and truly loves the financial world. Mayte looks forward to continuing her career at Seeman Holtz and doing everything in her power to help service the clients’ financial needs.


Melissa Zamora

Melissa’s educational background is in Business & Finance. She was born California but has spent most of her life in South Florida. Melissa has been with Seeman Holtz since 2006 coordinating life insurance and medical records processing. Prior to that, her career spanned 10 years working in various segments in the medical field.View More

mwilder1Melody Wilder

Prior to joining Seeman Holtz, Melody worked as an Academic Advisor in higher education assisting others to reach their goals. During her tenure she received the “Ron Taylor” Award for Excellence in 2009 and 2010 and a very special award for “PRIDE” (Professional Recognition of Integrity, Dedication and Excellence) in 2009, as a Success Coach and Financial Advisor for DeVry University. View More

Michael Scheble

Michael holds the position of client service coordinator for Seeman Holtz. Prior to joining Seeman Holtz, Mike had a long and successful career in the technology and software industry working for fortune 500 companies as well as starting and managing his own company for several years. His experience building long term relationships with his clients and passion for providing excellent customer service has led him here to Seeman Holtz. View More

Michael Taylor

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. View More


Paul Kapela

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… View More

Peter R. Beck

Peter hails from Lima Ohio and is from a long line of financial services professionals. From his Grandfather who built a significant generational Insurance Agency to his father who as a Defense Attorney served the Industry as well as the family practice, Peter has been immersed in the Industry. He was made aware at a young age as to the value of professional asset management.View More

Ray Lopez

Ray Lopez was introduced into financial services in 2000. Prior to working at Seeman Holtz Ray worked for Arthur Anderson in their financial services assurance division in New York City. Ray spent five years in NYC working as an accountant in the hedge fund world. In 2005 Ray moved to Boca Raton where he continued his accounting career in the hedge fund world. Ray has worked for alternative investing companies for twelve years…View More

Richard Donoff

Richard is originally from Philadelphia. He received his MBA in finance from Washington University in 1980. Richard is known for his creativity and deep understanding of people’s needs and how to help them achieve their goals. Richard was Regional Sales Manager for Sealy Mattress Company where he developed many of the sleep systems that we sleep on today. He also started and built a large Florida based refreshment… View More


Rick Huling

Rick has been in the financial services industry for six years. Prior to joining Seeman Holtz, Rick spent the majority of his career administering transactions on the Foreign Currency Exchange Market, where he gained great knowledge of the International Financial Markets, Currencies, and Commodities. Rick graduated in 2005 from Johnson & Wales University with a Bachelors Degree in Food & Business Management. View More

Robert Lee

Robert Lee is currently an outbound sales supervisor for Seeman Holtz. He started working in the financial sector right out of college with a position at Wells Fargo where he was promoted from Teller to Personal Banker in a very short time. He worked there for six years before moving to Orange County’s Credit Union. View More

Rocco Serrecchia Jr.

Rocco started his financial services career in 1999 working as a Client Services Support member with Standard and Poor’s ComStock and has been with Seeman Holtz since 2010. His career has spanned project, account, and client services management. He graduated from Iona College in New Rochelle, NY with a B.S. in Business with a minor in Finance as well as an MBA from Florida Atlantic University. View More

Ryan Foley

Ryan Foley holds the position of Client Service Coordinator at Seeman Holtz. Prior to joining the Seeman Holtz team, Ryan Foley was born and raised in Orange County, California. He got his start in the Insurance Industry while going to college with Farmers Insurance. While at Farmers Insurance, Ryan was exposed to the financial aspects of the Insurance world and was fascinated by the options that nobody had taken the time to explain to him. View More


Sam Schell

Sam gained foundation business knowledge in the Mortgage industry specializing in loan modifications. He then evolved to debt consolidations which further convinced Sam that proactive financial planning coupled with service was to be his calling. A personalized professional approach fit his vision perfectly. Seeman Holtz provides such an environment and a business model that allows for a full commitment, career and future. View More

Scott Genad

Scott’s family moved to Florida from Brooklyn and Queens, NY in the early 70’s. He is a true native Floridian. After graduating High School, he attended FSU for Business Finance and Management. Following college he started his career working with AIG VALIC educating teachers on the importance of Retirement Planning. View More

Shelby Deneen

Shelby Deneen holds the position of Client Service Coordinator for Seeman Holtz. Prior to working at Seeman Holtz, Shelby attended Florida Atlantic University from which she holds a Bachelor’s Degree in Finance with a minor in Hospitality. Shelby began her career at a Private Finance Company located in Boca Raton. Shortly after starting, Shelby was promoted to Senior Funding Manager and was responsible for the development and growth of profitable new business within the organization. View More


Sophie Webb

Sophie Webb joined Seeman Holtz in 2007 and is now the corporate headquarters office manager and director of human resources. She began her financial services career at Southeast Bank in downtown Miami in 1983. . Prior to joining Seeman Holtz, she worker for Wachovia Securities for twenty three years covering different areas of banking… View More


Stuart Flanzer

Stuart was born in Chicago, Illinois and in 2000 moved with his family to beautiful South Florida. He has an undergraduate degree from the University of Illinois in Finance with an Accounting minor and a Master of Business Administration from Loyola University of Chicago. Stuart found interest in the stock market at an early age which guided his career in to financial services. View More

Teshera Jackson

Teshera Jackson is a member of the Human Resources Department of Seeman Holtz. Prior to joining the Seeman Holtz team, Teshera worked for Alpha Staff as a payroll specialist and project manager. Her day to day operations included processing payroll for various clients, processing new hire and termination packets, claims intake and investigations, and many other tasks. She also has experience as a deputy property appraiser…View More

Thomas Austin

Tom is a University of Miami Law School graduate and a member of the Bar in Florida, Colorado and North Dakota. After 18 years as a trial lawyer, he sold his Practice and came back to Financial Services. In his early years Tom grew up in Greensboro N.C. His first employment was in the family owned furniture business. Tom learned firsthand at a young age the value of relationships in business. View More


Thomas Ortzman

When Tom joined Seeman Holtz he had been in the Financial Services Industry close to 30 years. Since the late 90’s Tom has concentrated primarily on the Post Retirement Market focusing on the preservation of Assets. Tom has a strong conviction that retirees’ primary financial concern should center on the return of their money (principle) with a secondary emphasis toward the return (rate) on their money. “Each client’s needs are unique… View More


Thomas Vo

Tom has over 20 years of experience in the financial services industry, including banking, life and health insurance, international investment, and financial planning. Prior to joining Seeman Holtz, Tom held management positions in several banking institutions. Throughout his career, Tom has demonstrated exceptional skills through the expansion and retention of client relationships.View More

Wendy Soto

Wendy is a member of the Human Resources department of Seeman Holtz. Wendy has worked in Human Resources for over five years, holding various positions such as HR coordinator, administrator, and PR administrator. She is currently serving in the United States Army Reserves as a Sergeant. In her free time, Wendy enjoys dancing, cooking, and spending time with her family.