Guiding You Towards Financial Peace
When it comes to personal finances, we know that a lack of direction and clarity often causes distress. But we also know that money can become a source of confidence that enhances your ability to enjoy your life. Helping you achieve this mental shift through our superior service and outstanding financial planning is what motivates us every day.
As a team, we are CFP® professionals, Chartered Financial Consultants®, Accredited Investment Fiduciaries® , Certified Wealth Strategists and Retirement Income Certified Professionals. We put our various areas of expertise and individual strengths together to best serve each and every one of our clients. We are relentless in pursuing your wellbeing—and strive to do everything we can to continually fulfill our promise to you.
With nearly three decades of experience, Todd guides clients through life’s financial transitions with clarity, confidence, and purpose. A Certified Financial Planner™ professional, he specializes in retirement planning, creating well‑structured, tax‑efficient strategies designed to bring clarity and lasting security.
Jess ensures Seaside’s operations run with integrity and precision, creating systems that empower advisors and deliver confidence to clients. As Chief Compliance Officer and Operations Manager, he leads with clarity and efficiency, making sure every aspect of the firm reflects Seaside’s commitment to excellence and long‑term trust.
Kade helps families gain confidence in their financial futures by turning complex planning conversations into clear, actionable strategies. His approachable style and commitment to excellence reflect Seaside’s dedication to building strong, long‑term relationships.
Casey is often the welcoming face clients encounter at Seaside Wealth Management, where her professionalism and warmth set the tone for lasting relationships. She ensures every interaction reflects the firm’s dedication to exceptional service and long‑term trust.