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, CFP®
Founder
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 a CERTIFIED FINANCIAL PLANNER® and a highly qualified financial professional. He also enjoys golfing and is fluent in Spanish.
Samantha Grieco
Associate Wealth Advisor
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
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.
Cindy Poletto
Operations Manager
Cindy oversees the day-to-day operations at T.M. Wealth Management, creating the systems and processes that help ensure a seamless experience for clients and advisors. With experience spanning wealth management operations, client service, and international tax, she brings a broad perspective to the firm. Her background includes roles with HSBC Bank and one of the nation's largest registered investment advisory firms, where she developed expertise in both the financial and tax industries. A graduate of George Mason University, Cindy holds a B.A. in Communications with a minor in Business Marketing. She is bilingual in English and Portuguese and is passionate about mentoring team members as they grow professionally. Outside of the office, Cindy enjoys exploring art history, discovering new coffee shops, and planning her next travel adventure.
Houston Nelson
Client Service Administrator
Houston supports individuals and families as they navigate important financial decisions with confidence and clarity. His background in healthcare operations, research, and emerging technologies provides a unique blend of analytical thinking, problem-solving, and relationship-focused service. Through his experience researching healthcare and artificial intelligence, he has developed a strong ability to evaluate complex information and help uncover meaningful insights. Houston holds an insurance license and is currently pursuing his Series 65 registration as he continues to expand his knowledge of financial planning and wealth management. He is passionate about helping clients make the most of their hard work and achieve their long-term goals. Outside of work, Houston enjoys competing in HYROX events, playing pickleball, exploring new restaurants, watching movies, and spending time with family and friends.
Matthew Haertzen
Investment Officer
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
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.