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Your Invaluable Team

Built on Communication, Transparency, and Openness

The Family Experience.



Tom Seeko, CExP™ Photo
Get to know me!

Tom Seeko, CExP™

Co-Founder, Financial Advisor, Podcast Host

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.

CJ Burnett, CExP™ Photo
Get to know me!

CJ Burnett, CExP™

Co-Founder, Financial Advisor, Podcast Host

I’ve always had a deep interest financial arena. This began at age 16 when I attended an investment symposium in California. From that point on I became incredibly curious in financial topics and devoured any information I could get from books and periodicals to learn and understand the world of investing.

I went on to college to follow my other passion of music as an accomplished violinist and fiddler player. I soon changed my major to Finance as that was where I truly belonged. In my senior year, I, along with small team a student analysts, helped to manage the endowment investment fund at the University of South Florida. We ran financial models and valued equities and were a large part of the decision-making process that year. I then realized this was my calling. I graduated with a Bachelors of Arts degree in Finance from the University of South Florida.

Although I am an analyst at heart, I enjoy working directly with people. In 2011, I started with Westshore Financial Group and brought together all the skills I developed.

Over the years, I have had success working with corporate executives and business owners on structuring a financial plan that gives them the most amount of control over the results that they are after. I don’t want to just help people with their financial plan, I want to change what’s possible for them; To show them how to master the “short game” in order for them to win the “long game”.

I also enjoy working with clients on their charitable giving goals. I work with them to structure a plan to minimize the tax impact to them as well as maximize the impact they can make when giving money to 501(c)(3) entities.

I a member of Idlewild Baptist Church in Lutz, FL and involved in a few ministries including the Worship ministry, the Stewardship ministry, and serve on the Finance Committee. Once a year I help coordinate Financial Peace University for church members.

I speak and teach on financial topics at Universities, Churches and Association groups all across the United States. I spend my free time with my family, reading, playing music, and coaching. 

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

Isabel Kane Photo
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Isabel Kane

Administrative Assistant

Isabel Kane was born in Boynton Beach, Florida and grew up in Mayaguez, Puerto Rico. She discovered her passion in animals after volunteering with the San Francisco De Asis Sanctuary for 5 years. In 2009, her family moved to the Tampa Bay area. Since her time in Florida, Isabel has worked at different animal locations such as Paw Prints in Land O’ Lakes and currently fosters kittens with the Pasco Animal Shelter.

Isabel is a focused individual with a constant learning attitude. She graduated top 10% in her class as Magna Cum Laude at Land O’ Lakes High School and currently going to school for Business Management. She is considered a Business Specialist and has obtained her Life, Health, and Variable Annuities License for the state of Florida.

In her downtime, she enjoys playing the piano with her mother, spending time with her family, and playing video games with her siblings. She lives in Carrollwood with her partner of 4 years, their 3 cats – Everly, Rogue, and Willie - and 2 dogs – Mozart and Schumann.