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...
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....