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Tom Seeko, CExP™
CJ Burnett, CExP™
Taylor Brooks
Tajaia Tillman
Ashlea Moses
Ashlea Moses
Cooper Lufkin
Administrative Assistant
Read Cooper’s Bio →
Bio coming soon!
Bio coming soon!
Bio coming soon!
Bio coming soon!
Bio coming soon!
Bio coming soon!
Bio coming soon!
Laura’s motto is “learning by doing” and she has a deep passion for education and continuous learning in her own life. For the past three years, she has dived into the financial world and learned how to manage her own budget, building a foundation for her own financial journey. Her goal is to be financially independent and continue to give back to the veterinary community.
She is originally from Colombia and is bilingual, visiting family whenever she can. Laura loves to exercise, read, travel, and spend time with her family and close friends.
Tom Seeko was born in Edison, NJ and his parents relocated to Homosassa, FL at a young age. He grew up participating in Boy Scouts, playing soccer for a decade, learned to play the clarinet and alto saxophone, and graduated from the University of South Florida with a degree in finance. The financial knowledge that Tom has built up expands from income protection, debt repayment, business planning, and several other topics.
Tom lives with his wife, Patricia, and their Maltipoo, Theodore. During the past few years, education has become a large focal point for Tom, and he strives to educate himself around psychology, business, leadership, self-development, and communication.
Tom’s focus within the Veterinary field started in 2014 and became approved to provide continuing education in the state of Florida in 2017. In an effort to reach more people, he became an approved RACE provider through the AAVSB in early 2018. Right now, Tom and his team are involved within several associations in the state of Florida, VetPartners, and the VBMA (Veterinary Business Management Association) that provides students in the Veterinary field with resources and access to professionals to help them with solid advice to jump start their career.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.
CA Insurance License #0K80141
CJ has always had a deep interest in the financial arena. This began at age 16 when he attended an investment symposium in California. From that point on, CJ became incredibly curious about financial topics and devoured any information he could get from books and periodicals to learn and understand the world of investing.
CJ went on to college to follow his other passion of music as an accomplished violinist and fiddler player. He soon changed his major to Finance, where he truly belonged. In his senior year, CJ, along with a small team of student analysts, helped manage the endowment investment fund at the University of South Florida. The team of students ran financial models and valued equities and were a large part of that year’s decision-making process. He then realized this was his calling. CJ graduated with a Bachelor of Arts degree in Finance from the University of South Florida.
Although he is an analyst at heart, CJ enjoys working directly with people. In 2011, he started with Westshore Financial Group and brought together all the skills he developed.
Over the years, CJ has had success working with corporate executives and business owners on structuring a financial plan that gives them the most control over the results they are after. CJ does not want to only help people with their financial plans; he wants to change what’s possible for them; to show them how to master the “short game” for them to win the “long game.”
CJ also enjoys working with clients on their charitable giving goals. He works with them to structure a plan to minimize the tax impact on them and maximize the impact they can make when giving money to 501(c)(3) entities.
CJ is a member of Idlewild Baptist Church in Lutz, FL, and is involved in a few ministries, including the Worship ministry the Stewardship ministry, and serves on the Finance Committee. Once a year, he helps coordinate Financial Peace University for church members.
He speaks and teaches on financial topics at Universities, Churches, and Association groups all across the United States. CJ spends his free time with family, reading, playing music, and coaching.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.
CA Insurance License #0K79676