In 2014, Seth joined his father’s firm as a financial advisor, primarily focused on investment solutions. As a Certified Financial Fiduciary, Seth enjoys helping people with their investment portfolios. He also helps clients to properly structure their retirement savings to accomplish their long-term goals.

“Many people don’t have a plan for retirement,” Seth says. “I see many people roll the dice with the assets they have worked a lifetime to build and don’t know what to do. We give them the tools, the comprehensive planning and access to skilled professionals in every part of retirement.”

My name is Christopher Holt and I am an Infinite Banking Authorized Practitioner and Co-Founder of Legacy Private Bank, and a proud member of Omega Psi Phi Fraternity Inc.  I’ve been offering financial service products for over 30 years and I specialize in helping business owners and families, create their own banking model so they can take control their financial environment, create more wealth, take less risk and create predictable income.  I am married to Tammie Holt, and we have 2 Children, and 1 Grandchild.

Katrina brings a wealth of experience and expertise to her role in the financial industry since 2010. Before Pacific Capital as a Client Service Coordinator, Katrina worked at UBS Financial Services and Abbot Downing, a boutique firm at Wells Fargo serving Ultra-High-Net-Worth clients. With a background in client service and relationship management, she has a proven track record of delivering exceptional service and building long-lasting client relationships. Katrina is known for her proactive approach to problem-solving and her ability to anticipate and address client needs effectively. She thrives in fast-paced environments where she can leverage her strong communication skills and attention to detail to ensure that clients receive the highest level of support. Katrina is committed to excellence in all aspects of her work and is dedicated to helping clients achieve their financial goals. Katrina lives with her husband and her daughter in Ontario Ranch, CA.

Laura graduated from S.I. Newhouse School of Public Communications at Syracuse University. She entered the workforce as a Sales Assistant for CBS Radio before starting a career in Children’s Theater. Laura served as the Education Director at the Little Palm Family Theater in Boca Raton, FL for many years. When Laura moved to Connecticut with her family, she made a career change into the fitness industry. She pursued several certifications in health and wellness, including nutrition and herbalism. Laura worked with Michael in the Financial Services industry for several years while her children were young. Laura is excited to be back in the financial world. She finds it surprisingly creative and enjoys working one-on-one with our wonderful clients. She still has a passion for wellness and exercise and loves to practice yoga in her free time. Her motto is “There are no problems only solutions!”

About Nadine Perez, CFF® RFC® CLTC® RSSA®

Certified Financial Fiduciary / Registered Financial Consultant

Social Security Analyst / Certified Long Term Care Specialist

Independent Medicare, Health & Life Insurance Broker

Nadine has been providing insurance and retirement planning income and tax minimizing strategies to individuals and families throughout South Florida since 2006. She believes that putting her clients first and maintaining a high level of professionalism on their behalf is what makes clients eager to refer her to their family and friends. Nadine brings a high level of expertise to her clients and works diligently with them to find a strategy that meets all their concerns.

Nadine’s specialty lies in a unique space within the financial planning sector. That which impedes your retirement plans. (i.e., Social Security and Taxes is a retirement problem, Health coverage and understanding Medicare and the associated costs is a retirement problem; making sure you have guaranteed lifetime income is a retirement problem).

When she’s not working with her clients, she enjoys the South Florida weather and all it has to offer.

Learn More: https://nbpinsuranceservices.com/

NBP Insurance & Financial Services

6290 Summer Sky Lane

Greenacres FL 33463

561-594-9758 or 407-595-9298 cell

email: nadine.perez@msn.com

Blaine Johnson is an agent with New York Life Insurance Company, a member agent with The Nautilus Group®, a service of New York Life, and a financial professional with nearly a decade of industry experience. He specializes in providing financial and insurance services for professionals and business owners. By focusing on a particular clientele, he can provide a customized approach that responds directly to the specific needs of clients.

Passionate about education, Blaine is a Life Underwriter Training Council Fellow (LUTCF®) and holds the Certified Long-Term Care designation (CLTC®). As a LUTCF®, he has a thorough understanding of the insurance industry and how it can impact and integrate with his clients’ financial strategies. With the CLTC® designation, he is highly trained in long-term care and the intricacies that go into long-term care planning. In helping you solve your needs, he works closely with other professionals, including elder law attorneys. Blaine also holds a Bachelor’s degree from California State University of Chico and is a member of the National Association of Insurance and Financial Advisors (NAIFA).

A native Northern Californian, Blaine currently resides in Roseville and works with clients throughout Sacramento and the Bay Area, as well as Southern California, Arizona, Nevada, and Washington. He is a loyal fan of the San Francisco 49’ers and the San Francisco Giants, and he supports the local non-profit Serotonin Surge.

As a Wealth Advisor for over 25 years, Birds Horton has helped countless hard-working families make sound financial decisions with their nest egg. He holds the CRPC℠ designation from the College of Financial Planning and has passed all the licensing requirements for the Series 7,8, 24, 31, 63 and 65.

As a recent empty nester (pun intended) he and his wife of 27 years, Lizzy, moved from Lake Oconee, Georgia to McLean, Virginia. Birds is an overyly enthusiastic supporter of his alma mater, The University of Tennessee “Go Vols!”. On the weekends you can find Birds out in the community hosting weekly trivia nights, telling stories competitively at TheMoth.org or boating on the Potomac with friends and family.

"Dont wait around for other people to be happy for you. Any happiness you get, you've got to make yourself"

    - Alice Walker (The Color Purple)

Gregory L. Carter serves as Managing Partner for Carter Financial. Greg holds a Bachelor of Science degree in Management from Hampton University and a Master of Science degree in Administration from Central Michigan University. He is an Accredited Small Business Consultant, a Certified Financial Fiduciary, a Certified Estate & Trust Specialist, and a Certified Income Specialist. Greg is a past president of the Atlanta Chapter of the American Financial Educational Alliance (AFEA) and is a member of the Association of Accredited Small Business Consultants, the institute of Business and Finance, the National Association of Certified Financial Fiduciaries and the National Association of Insurance and Financial Advisors. 

In addition to his qualifications and affiliations, Greg is an Amazon Best Selling Co-Author of the Make It Matter book project and Co-Host of the Ice Blue Money podcast. Greg and his family reside in the Atlanta area where they are active in both the local community and their church. In his spare time Greg enjoys golf and traveling with family.