Get to Know Our Team

Michael Lee

Director of Operations

Michael is a financial operations leader with expertise in team development, operational strategy, and advisor support. He is passionate about building high-performing teams and scalable operational processes. He brings over 20 years of experience in financial services, leadership, and operational management. When Michael is away from work, he enjoys spending time with his wife MaryBeth, their 3 daughters and two puppies exploring all Florida has to offer from the beaches, state parks, restaurants and outdoor activities.

Hallie Leuthold

Customer Relationship Specialist

Hallie brings a warm and welcoming presence to the team, ensuring every client feels supported and valued from their first interaction. With a degree in Organizational Leadership and a minor in Marketing from Southeastern University, she combines strategic thinking with strong communication skills to create seamless, positive experiences. Hallie is passionate about building meaningful relationships and believes that clear, thoughtful communication is key to creating unity and trust in every interaction.

Outside of work, Hallie enjoys spending time with friends and family, rollerblading, exploring new coffee shops, and relaxing at the beach. She thrives in community and values meaningful connection, always seeking to create space for joy, conversation, and lasting memories.

Brian Litman

Client Concierge, LBS Liaison

Born in Barrington, Illinois, just outside Chicago, Florida has been home for the past 40 years. Before stepping into his current role, Brian spent 18 years in commercial printing and later as a purchasing and inventory specialist for a medical device company.

Brian’s an extrovert at heart—and enjoys being around people, building strong relationships, and learning from the experiences of others. He’s not afraid to share what’s on his mind and connect through good conversation.

Outside of work, you’ll usually find Brian cheering on Tampa Bay sports teams, experimenting in the kitchen (especially when it involves smoking meats), watching stand-up comedy, diving into documentaries, or spending a peaceful day fishing.

Dory LeBlanc

Marketing and Events Coordinator

Dory brings over a decade of marketing experience to our team, shaped by an earlier career in sports reporting and broadcasting. Her time working with professional teams and media outlets sharpened her skills in communication, organization, and time management—skills she now puts to work behind the scenes to keep everything running smoothly..

Outside of work Dory loves to soak up life. Her youngest kids—twins—are now off at college (go FSC and FSU, class of 2028!), so she traded her band mom days for cheering on her husband as a proud Muay Thai wife. She loves geeking out over history, dressing seven defensemen, and spending time with her two pets, Luna Lovegood and Tifton. If there’s a chance to sneak off to Universal Studios—you can bet she’s already packed.

Alex Fellios, CRPC®

Investment Concierge

Born and raised in Tampa, Alex has never strayed far from the sunshine—or from the teams he grew up cheering for. A proud USF graduate, he carries that hometown spirit with him everywhere, whether he’s rooting for the Bucs on a Sunday, catching a Rays game, or swapping stories with fellow Bulls.

When he’s not working, you’ll usually find him outside. Fishing at sunrise, squeezing in a round of golf, jumping into a competitive pickleball match, or heading off on his next travel adventure—Alex loves staying active and soaking up new experiences. But no matter where he goes, one thing stays the same: his passion for helping people. It’s the thread that runs through everything he does, shaping the way he shows up at work and in life.

Michael Romeo

Investment Concierge

Born in sunny San Diego but raised in Tampa, Florida, Michael has called this city home for most of his life. He earned his bachelor’s degree in history through studies at both Florida Gulf Coast University and the University of South Florida.

Outside of work, Michael has always had a competitive spirit—hockey has been a lifelong passion, and he also enjoys training in mixed martial arts and staying active through fitness. Michael is also a huge dog lover and feels there’s nothing better than spending time with his three pups Allie, Marley, and Chloe.

Steve Parisi

Financial Advisor

Steve Parisi is a Financial Advisor and Coach specializing in financial planning, insurance, and retirement income strategies. With a passion for helping individuals and families build lasting financial confidence, Steve works closely with clients to align their financial goals with their values and lifestyle.

A proud graduate of the University of South Florida (Class of 2006), Steve brings nearly two decades of experience to his role. He is known not only for his financial acumen but also for his approachable, coaching-centered style that helps clients feel informed and empowered through every stage of life and wealth.

Born in Jackson, Mississippi and raised in Tampa, Florida, Steve is deeply rooted in his community. He actively coaches his daughter’s soccer team and is involved in Florida Marketplace Ministry, a Christian business owners’ group, as well as a committed member of Grace Family Church.
Above all, Steve values being a strong husband, father, and friend. He and his wife are raising their three children with an appreciation for the outdoors, whether it’s golfing, spending time at the beach, or simply being active together. He believes in leading with integrity, serving others, and helping people live well — financially and personally.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Florida Veterinary Advisors is not an affiliate or subsidiary of PAS or Guardian. Florida Veterinary Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. AR Insurance License Number – 20761487, CA Insurance License Number – 4434027.

Jason Seal

Insurance Concierge

As the Insurance Administrator, Jason Seal brings strong organizational skills and a passion for efficiency to ensure seamless operations. His expertise in time management allows him to manage multiple tasks effectively while consistently meeting deadlines. With valuable management experience at Everlasting Capital and Pitney Bowes, Jason has honed his leadership and problem-solving abilities, bringing a unique perspective to his current role. Outside of work, he enjoys spending quality time with his family, playing golf, and enthusiastically supporting the Miami Dolphins.

Cooper Lufkin

Investment Service Administrator

Cooper, a Tampa, FL native, was immersed in sports from a young age, playing football, soccer, and baseball throughout his childhood. His aptitude for numbers was evident early on, excelling in math throughout his academic career. After graduating from Jesuit High School in 2020, Cooper enrolled at Florida State University to pursue a degree in Sport Management. However, after his freshman year, he realized his passion for math and investments would be better suited to a career in finance, prompting a shift in his academic path.

In the summer of 2023, Cooper gained valuable experience through an internship at Tom and CJ’s firm. After a brief connection, CJ offered him a role as an intern/administrative assistant, where he worked closely with CJ during client meetings while completing his senior year at FSU. In March 2024, Cooper was promoted to Investment Servicing Administrator, a position he held after graduating from Florida State in May 2024.

Cooper is now on track to become a financial advisor on Tom and CJ’s team. He is actively studying for his Series 7 and 66 exams, having already passed the 2-15 and SIE exams. His work with Tom and CJ over the past year and a half has sparked a genuine passion for helping clients not only prepare for retirement but also navigate financial decisions with greater ease. Cooper has witnessed firsthand the gratitude clients express for Tom and CJ’s life-changing guidance and continues to be inspired by their impact.

Outside of work, Cooper enjoys watching sports, playing golf, spending time with friends, and has recently taken up the acoustic guitar, which he plans to master. He lives by the mantra, “Strive for excellence with humility.

Taylor Brooks

Marketing Project Assistant

Bio coming soon!

Jennifer Rosenberg

Office Manager

Jennifer was born in Pennsylvania. She grew up studying piano, dance, skiing, swimming, and as a teenager studied the French and Russian languages. She graduated from East Stroudsburg University with a degree in English, specializing in writing, with a communication minor. She relocated to Florida in 2005. Prior to joining Florida Veterinary Advisors as Practice Manager, Jennifer was a litigation paralegal to a board-certified civil trial attorney/managing firm partner for almost 18 years, where she honed her skills managing time-sensitive, confidential client matters with the utmost professionalism. Jennifer is a film, fashion, travel, history, and astronomy enthusiast who lives with her husband Ross, two daughters, and far too many pets.

Brendan Remus

Investment Service Administrator

Bio Coming Soon!

Alexi Meggison

Marketing Project Assistant

Bio Coming Soon!

Kyle Freiermuht

Investment Service Administrator

Bio Coming Soon!

Tom Seeko, CExP™

Co-Founder, Financial Advisor, Podcast Host

Tom Seeko was born in Edison, NJ and his parents relocated to Homosassa, FL at a young age. He grew up participating in Boy Scouts, playing soccer for a decade, learned to play the clarinet and alto saxophone, and graduated from the University of South Florida with a degree in finance. The financial knowledge that Tom has built up expands from income protection, debt repayment, business planning, and several other topics.

Tom lives with his wife, Patricia, and their Maltipoo, Theodore. During the past few years, education has become a large focal point for Tom, and he strives to educate himself around psychology, business, leadership, self-development, and communication.

Tom’s focus within the Veterinary field started in 2014 and became approved to provide continuing education in the state of Florida in 2017. In an effort to reach more people, he became an approved RACE provider through the AAVSB in early 2018. Right now, Tom and his team are involved within several associations in the state of Florida, VetPartners, and the VBMA (Veterinary Business Management Association) that provides students in the Veterinary field with resources and access to professionals to help them with solid advice to jump start their career.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

CA Insurance License #0K80141

CJ Burnett, CExP™

Co-Founder, Financial Advisor, Podcast Host

CJ Burnett, CExP, is an owner and financial advisor with The Next Step Planning Group and Florida Veterinary Advisors. He also hosts The Smarter Vet Podcast, which discusses a wide range of financial topics for veterinarians.

In 2024, he authored a book: “Unleashed: The Financial Clarity Every Veterinarian Needs.”

In 2022, CJ was invited to join a board of a dozen advisors that produces educational content for financial advisors across the United States. When speaking at financial advisor conferences, he reaches nearly 1,700 financial advisors annually to educate them on unique planning concepts, financial market conditions, and rarely known business owner strategies. He also gives talks to financial advisor firms throughout the year.

For the last decade, he has been a licensed financial advisor and has been paid to speak at conferences for financial advisors and veterinarians. Growing up as a violin performer and fiddle player, being on a stage has always been comfortable for him. He speaks and teaches on financial topics at Universities, Churches, and Association groups all across the United States.

While at veterinary conferences, his goal is to give uncommon financial guidance and deliver presentations that change the way attendees think about financial topics. If he can change their thinking so that financial decisions are easy, then they can spend time doing other, more productive things (and not waste time wondering if they are on the right financial path).

Although he is an analyst at heart, CJ enjoys working directly with people. In 2011, he started his business, The Next Step Planning Group. Over the years, CJ, a Certified Exit Planner, has successfully worked with business owners on structuring a financial plan that gives them the most control over the results they are after. CJ does not want to only help people with their financial plans; he wants to change what’s possible for them and show them how to master the “short game” so they can win the “long game.” CJ also enjoys working with clients on their charitable giving goals. He works with them to structure a plan to minimize the tax impact on them and maximize the impact they can make when giving money to 501(c)(3) entities.

CJ is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services are offered through PAS, member FINRA, and SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. The Next Step Planning Group and Florida Veterinary Advisors is not an affiliate or subsidiary of PAS or Guardian. California Insurance License #0K79676. AR Insurance License #16257929. Florida Veterinary Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. The individuals associated with Florida Veterinary Advisors do not maintain specialized licenses or qualifications for the financial services provided to veterinary professionals. 7000686.1 Exp 9/26

Isabel Kane

Director of Operations

Isabel Kane was born in Boynton Beach, Florida, and grew up in Mayaguez, Puerto Rico. After volunteering with the San Francisco De Asis Sanctuary for five years, she discovered her passion for animals. In 2009, her family moved to the Tampa Bay area. Since her time in Florida, Isabel has worked at different animal locations such as Paw Prints in Land O’ Lakes and currently fosters kittens with the Pasco Animal Shelter.

Isabel is a focused individual with a constant learning attitude. She graduated top 10% of her class as Magna Cum Laude at Land O’ Lakes High School and currently going to school for Business Management. She is considered a Business Specialist and has obtained her Life, Health, and Variable Annuities License for the state of Florida.

She enjoys playing the piano with her mother, spending time with her family, and playing video games with her siblings in her downtime. She lives in Carrollwood with her partner of 4 years, their three cats – Everly, Rogue, and Willie – and two dogs – Mozart and Schumann.

Dee Dee Mackenzie

Investment Service Administrator

Dee Dee Mackenzie was born and raised in Princeton, New Jersey. She actively participated in sports while growing up and was a member of her local youth group and Girl Scouts. As a teenager, she was a volunteer for Special Olympics, YMCA, and Big Brothers/Big Sisters. This involvement gave Dee Dee a deep passion for charitable work.

Dee Dee attended Ursinus College in the Philadelphia area and graduated with a BA in Economics and Business Administration. Her desire to maintain an active lifestyle year-round led to her decision to move to Florida to escape the cold temperatures of the northeast. She met her husband Aaron in Florida and now has two beautiful school-age daughters plus a rescue dog. Her family’s financial stability, both now and in the future, is one of her main motivators towards investing. Dee Dee views investing as constantly evolving and welcomes the learning process to achieve financial goals both for her family and clients.

Currently, Dee Dee sits on the Board of Directors of Hope Effect Tampa. The mission of Hope Effect Tampa is to help the under-resourced with food and clothing along with providing a quality preschool education targeting single-parent families. Dee Dee is honored to serve on the Board where the mission aligns with her personal lifelong passions.