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.
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. He is a Chartered Financial Consultant, Chartered Advisor in Senior Living and a multi-year top of the table producer in the Million Dollar Roundtable. View More
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 Marketing. View more
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 Mortgage Industry and developed an innate ability to create relationships, service clients... View More
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
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
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
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
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
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 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 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 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 CLRC, Certified Long Term Care consultant designation.
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
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.
After a number of years with IBM in various areas of financial management, George started his own business in the logistics industry. After a good deal of success he moved to consulting with small business owners, providing direction in such areas as financial analysis and planning. Mr Kunzman received an MBA from Adelphi University with a concentration in Finance. His focus is on establishing a clear direction... View More
George has had a diverse and successful career in the multi-discipline fields of law and financial planning. Mr. Cornell began his legal career as an Asst. District Attorney in New York. In 1986 he founded The Cornell Group, P.L.L.C. specializing in trial litigation, estate planning and securities arbitration. George was one of the first members of P.I.A.B.A. (Public Investors Arbitration Bar) representing individual investors in arbitrations against stockbroker negligence. View More
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 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... View More
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
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
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
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 comes to Seeman Holtz after building a career in social work. He was a therapist for much of his time in that field before becoming the Program Director at a facility in North Palm Beach. Paul counseled his clients and their families in various area’s of their lives including financial management. He is passionate about helping people and was a natural fit with the Seeman Holtz philosophy of asset preservation and wealth management. View More
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
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 service company... View More
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. Originally from South Dakota... View More
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
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
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