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 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 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.

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.