Our Team

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. View More

Andrea Matthews

Andrea 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

Adam-Kaye

Adam Kaye -

Adam was instilled as to the value of analysis of equity and planning dependable outcomes from his early days in Montville New Jersey. Adams father as a Real Estate developer, trained his son on the value of due diligence. Moving to Florida created opportunities for Adam and his family where he focused his interest in Business and Marketing. Adam graduated from the University of Central Florida with a degree in... View more

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Alexandra 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

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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

Antonio-Dicembrino

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

Brett-Williams

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

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Bruce Elfenbein -

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... view More

Bruce-Williams

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

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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. After nearly 13 years of success the company was sold to a larger firm...View More

Tepper

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

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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

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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

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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

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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

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

EdKayne

Ed Kayne -

Before joining Seeman Holtz, Ed Kayne worked for many years a mortgage broker and precious metals broker. He got his start in financial services back in the nineteen seventies as a commodities futures trading broker. Over his career, he has acquired vast knowledge in many areas of financial planning. Ed is a music lover as well and worked as a jazz concert music producer at Gusman Philharmonic Hall in Miami throughout the seventies and eighties. View More

Eric-Levitt

Eric Levitt -

Eric graduated from University of Bridgeport in Connecticut and started his working career in his family’s business. After a successful 20 years of building and growing a successful business in the construction supply industry, he moved into financial services, first with Northwestern Mutual and then Guardian Life. Eric and his wife and three daughters decided the time was right to move to the West Coast of Florida to escape the cold weather. While this meant leaving behind his beloved Giants and Yankees, the move enabled him to bring his expertise to Seeman Holtz and work with his clients to offer the Safe Money Options that Seeman Holtz is famous for.

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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

Bossie

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

Ilkay Gokturk

Ilkay Gokturk -

Ilkay began her career in Financial Services in 1993 with Prudential Securities in San Diego. Within a year she was promoted to the Beverly Hills branch, working with Top Producers. In 2002 she relocated to Orange County, CA where she lives with her daughter. She has built a thriving book of business at Seeman Holtz with special emphasis on comprehensive planning and service. Ilkay holds a Bachelors of Arts in Business, as well as Series 6 and 63 professional licenses.

Jason-Sussman

Jason Sussman -

Jason is 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

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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

JenSantos

Jen Santos -

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. See More

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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

Kathy

Kathy Van De Mark -

Kathy began her career in Financial Services in 2001 and received her foundational training with Met Life. Her specific marketing expertise was with the nonprofit organizational market where she attained “Top Advisor” designation. A native of Louisville, Kentucky, Kathy enjoys bicycling, the beach and reading. She was educated at Eastern Kentucky University. Kathy achieved series 6 and 63 licensure adding flexibility to the diverse allocations... View More

Ken_Rubenfeld

Ken Rubenfeld -

Ken started his career in Financial Services in 1986 with Merrily Lynch in New York. He worked in Retail Brokerage and excelled in Financial planning and Estate Wealth Strategies. In 1998, ken moved from New York to Florida and was recruited as a V.P. for a Business Consulting Firm in West Palm Beach. The focus of responsibilities included Strategic Business Acquisitions and financial analysis. View More

Kim

Kim Linares -

With almost 10 years of Administrative experience she is well equipped to handle the various responsibilities that come along with her position. She has enjoyed a rapid rise since joining Seeman Holtz in 2012. She has various responsibilities but primarily manages advisor licensing and contracting. Kimberly hails from Staten Island New York and moved to Florida in 2011. See More

LarrySaifman

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

Marnie-McGrath

Marnie McGrath -

Marnie has retained loyal clients by building a reputation of integrity, knowledge and accountability. She began her career as an independent representative for Smith Barney Citigroup in 1998. In 2003, she relocated to Boca Raton, Florida and accepted a position as Insurance Principal for American Securities Group, Inc. She spearheaded agency projects, acquired extensive knowledge implementing... View More

zamora

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. See More

Michael Taylor

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 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

richdonoff

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

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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

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Rocco Serrecchia Jr. -

Rocco started his financial services career in 1999 working as a Client Services Support member with Standard and Poor’s ComStock. Over the past decade his career has spanned project, account, and client services management. Rocco’s success in Strategic Planning, Business Analysis and Development, Portfolio Management, and Financial Analysis is rooted in his focus on exceptional customer support. View More

Roger Lundy

Roger Lundy -

Since his beginnings at Oppenheimer & Co. in NYC, Roger has enjoyed a nearly two decade long career in financial services. The key to this longevity is always putting his clients first. Mr. Lundy’s experience includes complex estate planning and working with a variety of investments and strategies to assist clients achieve their objectives. View More

Sam-Lau

Sam Lau -

Sam was born and raised in a tiny coastal town in Maine. His family moved down to Florida to escape the cold weather. From here he attended the University of Florida and graduated with honors with a focus in Finance. He showed creative talent early on competing at a national level in school in art design. He also cultivated a customer service oriented mindset from an early age working in his family’s business. View More

Sam-Schell

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 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

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Sophie Webb -

Sophie Webb joined Seeman Holtz in 2007 and is now the corporate headquarters office manager and director of human resources. She is also client service manager for Seeman Holtz Financial. 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... See More

Stephen Epstein

Stephen Epstein -

Stephen has been involved in the financial services industry for 23 years. He has extensive experience working with retirees and advising them on investments and strategies for their specific situations, including for purposes of estate planning.  Stephen enjoys helping clients achieve financial stability and realize their goals. View More

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Steven Lee -

Steve has been with Seeman Holtz since 2007 and has grown to manage several operational areas. He previously worked at Cerner Corporation in Kansas City, Missouri as a business analyst. He graduated from University of Florida with a degree in Business Management. He grew up in South Florida where he still lives with his wife and young daughter.

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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

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