Growing up, my family has always loved playing board games. When I was 5 years old, I started playing Monopoly, and to this day, my mom embarrassingly brags to my friends about my Monopoly banking skills at 5 years old. In the 4th and 5th grade, I was the pretend money banker for our class. I started mowing lawns to save money at 12 years old. Economics was my favorite high school class. I earned a dual degree in finance and economics from Stetson University, where I was a trustee and merit scholar for the Roland George Investment Program.
I have always been enamored by the creation and protection of wealth, and what it can do to help your community through charity, put your family on firm financial footing and provide a work-optional lifestyle in retirement. We help each client individually to construct highly personalized strategies considering their personal beliefs, long-term goals and how they feel about money and risk. In conjunction with our clients' other tax and legal professionals, we assist with tax and estate considerations and how this effects retirement savings and wealth creation.
I was born in Daytona Beach, where my family has been for three generations, and immediately after graduating from Stetson University in 2009, I began my Edward Jones career in Deland. In 2014, I became a limited partner with Edward Jones.
I earned the CERTIFIED FINANCIAL PLANNER™ certification in 2014. And in 2022, I received the Certified Private Wealth Advisor® certification through the Yale School of Management. The CPWA® designation is a professional certification for financial advisors who serve high-net-worth clients. The program focuses on the wealth lifecycle from accumulation to preservation and distribution, identifying and analyzing the unique challenges that high-net-worth clients face and developing strategies to address these challenges.
I founded the BYO (Bring Your Own) green-centered initiative and non-profit organization, helping local businesses reduce single use plastic waste. I met my wife, Paige, here in DeLand, where she teaches yoga, and we love hosting experimental dinner parties at our home in downtown DeLand.
Whether you are an experienced investor looking for a second opinion or you have never utilized a financial advisor, we would be delighted to meet with you.
- Employee Stock Options
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
My Personal Interests
- Scuba Diving
- Fine Dining
Phone NumberSean M Tamm at (386) 738-7026
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