Broker Check

Wealth Managers

Thomas Seneca

Managing Partner


Mr. Seneca is a finance veteran. Mr. Seneca developed his extensive finance and investment experience as an investment banker with Goldman Sachs and Deutsche Bank. At these two prestigious institutions, Mr. Seneca conducted due diligence and engineered complex financial valuation models for IPOs, M&A and private equity transactions. He continued his excellence in finance as a Director of Corporate Development with Sprint Nextel in which he executed 100’s of millions of dollars in M&A transactions and investments. Mr. Seneca also served as president of a 1,000 acre golf course real estate development which received national honors. In addition, to his career highlights Mr. Seneca serves as an adjunct finance professor at Virginia International University in the Washington D.C. area. Mr. Seneca has a national clientele with clients in the west and on the east coast. Mr. Seneca has a BA in economics from Brigham Young University and an MBA from Columbia Business School. He is an avid golfer and is fluent in Spanish.

Martin Hurlburt



Mr. Hurlburt helps busy, successful professionals prepare for, enter and enjoy their retirement. He also works with people who would like a 'work optional' lifestyle.

His typical client is 50-75 years old with $1M+ in their portfolio. They understand that building a portfolio during their career is different than spending that same portfolio in retirement. It requires specific tools and the skill set to properly apply those tools.

The end result that he hopes to achieve for his clients is to have them focus on enjoying life to the fullest. To allow them to keep learning, growing, traveling and creating experiences with their loved ones without worrying about the money.


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