Broker Check

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Thomas Seneca

Founder

703-537-8351

thomas@tm-wealth.com

With an extensive finance and investment background, Mr. Seneca is a true veteran in the field. His career began with two prestigious institutions, Goldman Sachs and Deutsche Bank, in which he performed due diligence and developed financial valuation models for IPO, M&A, and private equity transactions. As a Director of Corporate Development with Sprint Nextel, he successfully executed hundreds of millions of dollars in M&A and investments. Mr. Seneca also served as president of a 1,000-acre golf course real estate development, which received national recognition.With a Bachelor of Arts in economics from Brigham Young University and an MBA from Columbia Business School, Mr. Seneca is highly qualified and knowledgeable in his field. He also enjoys golfing and is fluent in Spanish.

Samantha Grieco

Associate Wealth Advisor

(703) 574-4885

samantha@tm-wealth.com

Samantha is a trusted advisor to affluent families, business owners, and executives, specializing in personalized wealth management strategies. With over a decade of experience at firms like Charles Schwab, Merrill Lynch, and Morgan Stanley, she helps clients navigate complex financial landscapes. She collaborates with top-tier professionals to provide a seamless, holistic approach to wealth accumulation, asset protection, and legacy planning. A University of Michigan graduate, she has called the DC metro area home since 2017. Outside of work, Samantha enjoys golf, traveling, exploring new restaurants, and spending time with her fur babies.

Christina Layton

Director of Business Development

703-634-6267

christina@tm-wealth.com

Christina is a Northern Virginia native. Growing up in Fairfax and attending George Mason University, she holds a B.S. in Marketing and Biology. Her eclectic background in Marketing, Sales and Finance helps round out our T.M. Wealth Management team. Her most recent work with Wells Fargo Advisors gave her a glimpse of the investment world and she hasn’t looked back. In her free time, she loves spending time with her family, reading a good book, enjoying a flight at a local winery or brewery and binge watching Netflix shows.

Logan French

Client Support & Operations Administrator

703-879-4323

logan@tm-wealth.com

Logan French is a graduate of Virginia Tech, where he earned a degree in Accounting and Information Systems. He began his career in property management with Cushman & Wakefield before transitioning to T.M. Wealth Management, building a strong foundation in client service, accounting, and finance.


A Northern Virginia native, Logan brings a client‑first mindset and a detail‑driven approach to every engagement. Outside the office, he enjoys exploring local trails with his rescue pitbull and unwinding with well‑earned naps. A loyal fan through every season, he continues to cheer on the Washington Wizards and the Virginia Tech Hokies, always optimistic that the next year will be their breakthrough.

Matthew Haertzen

Investment Officer

703-537-8351

Matt@tm-wealth.com

With over 25 years of experience in the investment industry, Matt is skilled in portfolio design, manager research, and investment strategy. He serves as the Investment Officer for TM Wealth Management and a Senior Lecturer of Finance at the University of Arizona. Matt is a CFA® Charterholder and Certified Financial Planner™, with a strong focus on professional ethics. His career spans roles with Ameriprise Financial, the University of Minnesota Endowment, and the Idaho Endowment Fund, among others. A former founding partner of Four Peaks Wealth Management, Matt now enjoys working with individuals and supporting non-profits. He lives in Arizona with his wife, enjoys outdoor activities, and has one son working in corporate tax.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.