Our team brings over 120 years of industry experience working with high net worth individuals, families and private companies providing personal solutions to help meet their financial planning needs. Jeff oversees all aspects of financial planning and investment planning for our clients and the branch. Jeff watches over the day to day asset management concerns and cash flow needs for select clients. Jeff earned his CERTIFIED FINANCIAL PLANNER™ certification in 2005, followed by the Certified Investment Management Analyst® designation in 2007.
A graduate of Florida State University, Jeff has worked as a Financial Advisor since February of 1999 at Morgan Stanley, AIG, and Merrill Lynch, before affiliating with Raymond James. Jeff was a founding board member of Warrick Dunn Charities and he continues to be involved today. Jeff currently serves as a “Copperhead”, volunteering his time to support the Valspar Championship which raises funds for Tampa Bay area charities. In addition, he and wife Stacy are active volunteers with their kids’ school, St. John’s Episcopal School. Jeff, Stacy, and children Heidi and Augie live in Tampa, and his interests include golf, fishing, running, and exercising.
*Investment Management Consultants Association® (IMCA®) is the owner of the certification marks “CIMA®”, “CPWA®”,”Certified Investment Management Analyst®”, and “Certified Private Wealth Advisor®”. Uses signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for certification.
Matthew Coffey, CFP®
Matt joined All Seasons Wealth Strategies as a Financial Advisor after serving as an accountant for Outback Steakhouse, Inc. Matt oversees our development of new client relationships and is responsible for trading securities, monitoring client’s goals and managing portfolios. Matt communicates and develops portfolio strategies for our current clients as well as prospective clients. Matt is a Registered Representative holding Series 7 and 66 licenses and CERTIFIED FINANCIAL PLANNER™ certification.
Matt earned his MBA from the University of Tampa and a BS in Economics from Florida State University. Matt is a member of the FSU Alumni Association and has volunteered at Big Cat Rescue, Habitat for Humanity, and St. Vincent De Paul’s Soup Kitchen among others. A Tampa Bay native, Matt enjoys playing basketball, following sports, boating, and spending time with friends and family.
Jason DiMeo, CFA
Jason joined All Seasons Wealth Strategies in 2010 after previously working at Goldman Sachs, PricewaterhouseCoopers, and Merrill Lynch. Before beginning his career in Financial Services, Jason served in the US Marine Corps, and was awarded the Navy and Marine Corps Achievement Medal for his diligent efforts. Jason graduated Magna Cum Laude from the University of Tampa with a BS in Finance and a minor in Accounting. Jason holds the Chartered Financial Analyst® (CFA®) designation and is responsible for equity and mutual fund research, analyzing market trends and assisting with portfolio construction.
In his leisure time, Jason enjoys spending time with his family, reading, and various fitness activities. Jason is also an active volunteer for the United Service Organizations (USO). Originally from Clearwater, Jason currently resides in Lithia, FL with his wife Iris and three children, Cole, Caden and Maisey.
Sanjiv Saste grew up in San Diego, CA and earned a BS from the University of California, Berkeley in Electrical Engineering and Computer Science. Going to school adjacent to Silicon Valley had a significant impact on his future career choice. In 1993, he founded an information technology firm Electronic Consulting Services, Inc., after growing to 120 employees he sold the company in 2007. But not before winning numerous industry awards including the Inc. 500 and Washington Post / Virginia Fast 50.
While retired, Sanjiv was underwhelmed with the investment guidance he was receiving, and set out on a course to educate himself in the arenas of high finance and investment planning. Sanjiv has a strong passion for educating and guiding his clients through tough and complex market cycles.
Sanjiv and his wife Monisha, a Neonatologist at St. Joseph’s Hospital, live in South Tampa with their teenage son and daughter. When not studying the markets he enjoys playing golf, fishing, and spending time with his family.
Originally from New York, Cassie attended The University of Tampa, where she graduated Cum Laude with her Bachelor of Science degree in Business Management. During her time at UT, Cassie was an active member in Sigma Alpha Pi (The National Honor Society of Leadership and Success), Delta Epsilon Iota (Academic Honor Society), and Omicron Delta Kappa (the National Leadership Honor Society).
Cassie is responsible for managing the day to day operations of the office, servicing our clients, and also spearheading our marketing efforts. Cassie resides in South Tampa and enjoys traveling, working out, and trying new restaurants in the area.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.