• TAMPA • SAINT PETERSBURG • FORT LAUDERDALE • VAIL • KANSAS CITY • TULSA
  • 813.490.6610

OUR STORY

Our team has always enjoyed and appreciated the resources offered through Raymond James.

 

For several years we searched for an alternative name to represent our team while marketing our services.

We wanted something that would differentiate us from other Raymond James independent branches, but also describe our commitment to our process and our clients.

 

A couple summers back while vacationing with my family, my wife and daughter came across a painting that caught their eye. The painting was titled “The Seasons,” by David Najar, an artist based in Tel Aviv, Israel.  We reached out to Mr. Najar and commissioned him to design our group logo. The original artwork is hung in the conference room of our headquarters located in Tampa, FL. This painting represented the four seasons and had many color palates and was very vibrant. A couple years later we hired a professional marketing firm that recommended that I stick to managing money, and let them help create our brand. They helped use the characteristics of the old painting to create our new logo, that would be more easily reproduced and could be more consistent.

 

The team at All Seasons Wealth is here to serve our clients through rain or shine, up markets and down alike. I like to think that the roots of our tree are like the foundation of our portfolios, similar to the bonds we hold in our clients’ portfolios. The bonds often provide the foundation for our client’s nest egg. The leaves, like seasons, can be cyclical but always come back season after season.  We take a holistic approach to working with your family and the future generations of your family and look forward to collaborating with you, no matter the season or stage of your life.

Jeffrey A. Hausinger | Founder & CEO | All Seasons Wealth

OUR TEAM

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 HAUSINGER

JEFF HAUSINGER

CFP® | CIMA® | Branch Manager | Financial Advisor

[email protected]


Our team brings numerous decades 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 founding All Seasons Wealth and affiliating with Raymond James. Jeff and his family are very active in their community; Jeff was a founding board member of Warrick Dunn Charities where he served for over ten years and continues to be involved today. Jeff currently serves on the Board of Directors for the First Tee of Tampa Bay, where he helps bring the programs Nine Core Values to youth in our community. Jeff is also a volunteer for our local PGA tournament the Valspar Championship held annually at Innisbrook Resort. Jeff serves as a “Copperhead” committee member helping raise funds for local charities and volunteering time to help the tournament grow and succeed. Jeff and his family have annually supported several other charities in the community including Habitat for Humanity, Lifepath Hospice, Seretoma-USF, Metropolitan Ministries, and the Salvation Army.

Jeff and his wife Stacy are active volunteers at their kids’ school, Berkeley Preparatory School in Tampa. Jeff, Stacy, and children Heidi and Augie live in Tampa, and his interests include golf, fishing, running, and exercising, and also shuttling his kids around to soccer, basketball and lacrosse.

MATTHEW COFFEY

MATTHEW COFFEY

CFP® | Financial Advisor

[email protected]


Matt joined All Seasons Wealth 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 Financial Planning Association, 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

JASON DIMEO

CFA | Financial Advisor

[email protected]


Jason joined All Seasons Wealth 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.

Dustin Henderson

Dustin Henderson

CFA | Investment Analyst

[email protected]


Dustin joined All Seasons Wealth in 2018 after previously working at Eagle Asset Management, a subsidiary of Raymond James Financial Services, for 11 years. Dustin graduated Cum Laude from The Citadel with a Bachelor of Science in Business Administration with a concentration in Accounting. Dustin holds the Chartered Financial Analyst® (CFA®) designation.

In his leisure time, Dustin enjoys spending time with his family and reading. Dustin is also an active volunteer for the Tampa Bay Heart Walk, Friends of Raymond James, and his church Holy Family Catholic Church. Originally from Largo, Dustin currently resides in St. Petersburg, FL with his wife Amanda and two children, Sydney and Harper.

SANJIV SASTE

SANJIV SASTE

Financial Advisor

[email protected]


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.

MIKE WODLINGER

MIKE WODLINGER

Financial Advisor

[email protected]


Michael Wodlinger brings nearly 25 years of wealth management experience to the All Seasons Wealth team. Mike graduated from Stanford University in 1974 with degrees in both Economics and the French Language. Before joining Raymond James Financial Services, Mike worked for Piper Jaffray in Kansas City, MO, for eight years. After joining Raymond James as a financial advisor in 2003 in Breckenridge, CO, Mike then became a branch manager in the Vail Valley (Edwards, CO) a year later.

Mike’s practice merged with All Seasons Wealth in 2018, and he will serve as the satellite branch manager of our Vail office. Mike is very involved in the Vail Valley community including the Edwards Rotary, Salvation Army, the Vail Valley Foundation, the Vail Valley Charitable Fund, Eagle River Presbyterian Church, and Habitat for Humanity. Mike has two grown daughters. He and his wife, Traci, enjoy skiing, hiking, biking, and traveling.

Raymond James is not affiliated with the above organizations and/or charitable causes.

CASSIE DAVIDSON

CASSIE DAVIDSON

Associate

[email protected]


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 spearheading our marketing efforts. She is currently an active volunteer with the Open Arms Ministry and serves as a Champion’s Council Member for The First Tee of Tampa Bay. Cassie resides in South Tampa and enjoys traveling, working out, and trying new restaurants.

Brenda Cusack

Brenda Cusack

Registered Sales Associate

[email protected]


Brenda Cusack has worked at Raymond James Financial Services since 1999 and joined the All Seasons Wealth team in 2018. She graduated from the University of Florida with a degree in Business Administration with a major in Insurance and Risk Management.

Brenda is responsible for servicing our clients and various other operational duties. Brenda has obtained her Series 7, 63, 66 and 24 securities licenses and holds her life, health and variable annuity insurance licenses. She has three grown children and enjoys cooking, exercising, traveling and reading.

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.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals. *Raymond James is not affiliated and does not endorse any of the organizations mentioned above.

OUR PROCESS

At All Seasons Wealth, we put the needs of our clients first.

 

We chose to offer securities through Raymond James because it, too, is dedicated to our clients’ best interests.

Successful individuals have high expectations and we find that managing their finances and portfolios rarely follows standard or software-generated models.

 

Because every client is unique, each financial plan is tailored to his or her unique circumstances. We deploy a broad array of portfolios designed to match our clients risk tolerance and stage in life.  Portfolios have been designed with the focus on long-term performance and meeting personal objectives that include making investments as tax efficient as possible. 

OUR ADVISORY PROCESS 

This approach is time consuming, but experience shows there is no substitute.

  UNDERSTAND

  DESIGN

  IMPLEMENT

  MANAGE

Once we have agreed to work together, we hold meetings to develop specific objectives.

 

We review the client’s financial data in order to understand the current situation. This includes any brokerage or bank statements, insurance policies, and existing estate plans.

We will ask many questions regarding risk and engage in a thorough discussion to address two separate components of risk – risk tolerance, or how one feels about risk, and risk capacity, which is one’s financial ability to handle losses without adversely affecting future goals and living standards. We strongly believe that a complete, two-way conversation – not a standard multiple-choice-questionnaire approach – helps us understand how to serve our clients best.

After completion of the Discovery Process, we will propose a comprehensive solution which strives to meet your needs including:

 

Our client’s financial objectives,

A summary of his or her current financial situation,

An overall strategy that states in broad terms our recommendations for meeting the client’s objectives,

Specific strategies that give detailed guidance on how objectives should be achieved,

A prioritized list of financial planning needs, and

An asset allocation for investments, based on the client’s objectives, risk tolerance and risk capacity.

We believe implementation is crucial and prioritize each client’s financial planning needs based on his or her situation.

 

We work with each client to complete each financial planning objective. We also work closely with our clients’ other professional advisors as needed – legal or accounting experts, for example. We stay actively involved to make sure every part of the client’s financial plan is executed completely and appropriately.

All Seasons Wealth believes in consistent and comprehensive communication with our clients.

We meet with them regularly for reviews. Through our website, social media, newsletters, and phone calls, we strive to provide our clients with the highest level of personal contact.

OUR CLIENTS

We think of our clients as both our partners and our employers.

 

We also consider them our friends, and we never take for granted that they have chosen us take this part of their journey with them.

Business Owners

  1. All Seasons Wealth has extensive experience working with owners of private businesses. Whether it’s the need for investment banking services, succession planning through insurance for buy/sell agreements, a planned exit strategy, or a financial plan to diversify assets, we have the experience and expertise to help.

High Net Worth Individuals and Families

  1. High Net Worth Individuals and Families face unique challenges and financial planning needs. If your goals include mitigating gift and estate taxes, preserving and growing wealth for future generations, security based lending, and capital preservation, we can develop a customized strategy just for you.

Corporate Executives

  1. All Seasons has experience with executives ranging in size from small privately held firms to large public companies. We understand how to design and implement a strategy built around large concentrated positions and stock options.

Professionals
Physicians, Attorneys, Accountants and other professionals need customized strategies to ensure their wealth is growing along with their practices. All seasons has numerous professional clients and we understand these clients want the same time and energy they used to build their careers, put into their financial planning.
Corporate and Institutional Clients

  1. All Seasons Wealth works with several institutional clients to help ensure they receive the guidance and resources they need. We have a team dedicated to 401(k) plans, Defined Benefit and Defined Contribution plans, endowments, Capital Raises, as well as Lending and banking solutions.

FRS Employees

  1. We work with Professors, Judges, Police and Fire Rescue, Public University employees and numerous other Florida Retirement System Employees. We have extensive experience with the DROP program and investment plan. We know how to craft a plan where a pension is an integral part of a client’s retirement.

Professional Athletes

  1. We continue to work with several current and former professional athletes.  Their unique situation of creating large amounts of wealth at a young age, and over a short time period, can create a challenge when planning for an extended retirement.  Often times we are helping with cash management and budgeting when cash flow is only during the season of their sport. In many cases we also help with planning for a second career, or finishing college.

Check the background of this firm on FINRA’s BrokerCheck.

INVESTOR ACCESS
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