• TAMPA • BELLEAIR BLUFFS • FORT LAUDERDALE • KANSAS CITY • TULSA • HAGERSTOWN
  • 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, we 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

CFP® | CIMA® | Branch Manager | Financial Advisor

See Bio

MATTHEW COFFEY

CFP® | Financial Advisor

See Bio

JASON DIMEO

CFA | Financial Advisor

See Bio

DUSTIN HENDERSON

CFA | Financial Advisor

See Bio

BRENDA CUSACK

Registered Sales Associate

See Bio

BRYCE ALLEY

JD | Financial Advisor

See Bio

SANJIV SASTE

CFP® | Financial Advisor

See Bio

LORENE REIMER

Client Services Associate

See Bio

Christine Lovell

Client Service Associate

See Bio

Kevin Desquitado

Branch Operations Manager

See Bio

Sofia Stack

Client Service Associate

See Bio

Darcy Williams

Client Service Associate

See Bio

LIZA CAMPA-FLANAGAN

CFP®, CIMA | Certified Investment Management Analyst

See Bio

DAVID EACHUS

Consultant

See Bio

SHELBY MCGINLEY

CFP® | Financial AAMS®, CRPS®, CRPC® | Financial Advisor

See Bio

CFP® | CIMA® | Branch Manager | Financial Advisor

JEFF HAUSINGER

Our team brings 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, Sertoma-USF, Metropolitan Ministries, and the Salvation Army. In 2019, Jeff made the Seminole 100 list, which recognizes the 100 fastest-growing FSU alumni owned businesses.

Jeff and his family are active volunteers at Berkeley Preparatory School in Tampa. Jeff’s interest outside of work include golf, fishing, running, and exercising, and also shuttling his kids around to soccer, basketball and lacrosse.

CFP® | Financial Advisor

MATTHEW COFFEY

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 also holds the 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 Habitat for Humanity, and St. Vincent De Paul’s Soup Kitchen among others. A Tampa Bay native, Matt still lives in South Tampa with his wife and daughters. In his free time, Matt enjoys playing basketball, following sports, boating, and spending time with friends and family.

CFA | Financial Advisor

JASON DIMEO

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.

CFA | Financial Advisor

DUSTIN HENDERSON

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.

Registered Sales Associate

BRENDA CUSACK

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.

JD | Financial Advisor

BRYCE ALLEY

Bryce joins All Seasons Wealth as a Financial Advisor after previously working as an Advisor at Raymond James and UBS Financial Services. Prior to working as an Advisor, Bryce was the Assistant Director of Business Development at Providence Family Offices. Bryce has also served as an Associate at Abrahamson, Uiterwyk & Barnes, the legal intern for the Tampa Bay Lightning, and a Summer Associate for the General Counsel of Sykes Enterprises Inc.

Bryce is a graduate of the University of Florida with a Bachelor of Arts in Anthropology with Honors, and received her Law Degree in International and Comparative Law from The University of Florida, Levin College of Law. While at the University of Florida, Bryce was also a member of the University of Florida Women’s Golf Team. A Tampa native, Bryce and her husband still reside in South Tampa, In her free time, Bryce serves on the board of the First Tee of Tampa Bay, the board of the Gasparilla Music Foundation and enjoys golfing, boating, and following sports.

CFP® | Financial Advisor

SANJIV SASTE

Sanjiv Saste grew up in San Diego, CA and earned a BS from the University of California, Berkeley in Electrical Engineering and Computer Science. In 1993, he founded an information technology firm Electronic Consulting Services, Inc., after growing to 120 employees he sold the company in 2007.

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. In becoming a Financial Advisor, Sanjiv earned his CERTIFIED FINANCIAL PLANNER™ certification and has a strong passion for educating and guiding his clients through tough and complex market cycles.

Sanjiv and his wife 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.

Client Services Associate

LORENE REIMER

A native Oklahoman, Lorene has worked in the financial services business since 2010. She has been with Raymond James Financial Services since 2016 and joined the All Seasons Wealth team in 2018. Lorene is responsible for managing the day to day operations of our Owasso office and servicing our clients.

Lorene lives in the Owasso area with her husband, Ron. In her spare time, she volunteers at her church in the café and with the women’s ministry. She enjoys spending time with her family and friends, cycling when it’s warm, traveling and flipping houses.

Client Service Associate

Christine Lovell

Christine Lovell was born and raised in Maryland. Christine earned an AS degree from Hagerstown Community College in Business Administration. Christine was a Cardiac Rescue Technician for 6 years and then decided to spend more time at home with her children. While being a stay at home parent for 4 years, Christine also obtained her BS in Business Administration degree. Christine lives in the Williamsport area with her husband and their 3 daughters. In her spare time Christine enjoys spending time with her family, boating, and traveling.

Branch Operations Manager

Kevin Desquitado

Kevin joined All Seasons wealth in 2020 previously working for T Rowe Price, Fidelity Investments, E*Trade, and most recently the Raymond James home office. Kevin has been in the industry over 13 years and has a varied background in operations, services, compliance, and spent time auditing Raymond James branches across the country. He also has extensive experience with investment and retirement planning. As our Director of Operations, he will ensure our team at All Seasons Wealth provides the highest level of service possible to our family of clients.

Kevin grew up in New Jersey but has been in the Tampa bay area for over 30 years now. He is a graduate of the University of South Florida. You will often find Kevin enjoying time out on the water or at the beach with his young son and lovely wife.

Client Service Associate

Sofia Stack

Sofia joined All Seasons Wealth in June of 2020 as a Client Service Associate after graduating on the Deans List from the University of Tampa where she earned her BS in International Business & Marketing. Sofia was a member of the American Marketing Association, a Bother of the Professional Business Fraternity Delta Sigma Pi and a sister of Delta Gama where she served on the executive board. Her volunteer work is widespread between the Lions Eye Institute for Transplant and Research, Lighthouse for the Blind, Southeaster Guide Dog Foundation, and the Humane Society of Tampa bay. Although she is from St. Louis, Missouri (Go Blues!), Sofia enjoys spending time at the beach, working out at CAMP Tampa, running Bayshore and playing tennis.

She is currently studying for her Securities Industry Essentials Exam and is on path to earn her Series 7 License.

Client Service Associate

Darcy Williams

Born and raised in Tampa Bay, Darcy joined All Seasons Wealth in early 2020. Darcy is a Junior at the University of South Florida, majoring in Finance with a minor in Accounting and a concentration in Asset Management. Darcy is one of twenty students accepted into the 2018 Business Honors Program and is an active member of her professional business fraternity- Phi Chi Theta. Passionate about giving back to her community, Darcy is a sister of Delta Gamma, where she actively volunteers at James A. Haley Veterans’ Hospital and Southeastern Guide Dogs. Darcy spent last summer at Raymond James in the Intern Development Program, and looks forward to graduating and continuing a career in finance.

CFP®, CIMA | Certified Investment Management Analyst

LIZA CAMPA-FLANAGAN

Liza (pronounced Lizza) has been an active professional in the financial services industry for over 20 years. Liza’s first experience in the industry was working with a firm that specialized in municipal bonds, she then moved to Raymond James in 1988. Prior to opening a Raymond James Financial Services branch office in Belleair Bluffs in July of 2003, Liza was regional vice president of Eagle Asset Management, an investment management subsidiary of Raymond James.

Liza is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Investment Management Analyst. She also carries, life, health and variable annuity licenses in the State of Florida. She graduated with distinction from Eckerd College in Florida with a B.A. in business and management. In her free time, Liza enjoys traveling and spending time with family.

Consultant

DAVID EACHUS

David Eachus has been a financial advisor since 1976, spending his last twenty years with Raymond James, and All Seasons Wealth. David’s practice focuses on utilizing his asset management skills to help his clients navigate the turbulent markets. He was born in Bryn Mawr, Pennsylvania, and graduated from Eckerd College with a bachelor’s degree in psychology.

Prior to joining the financial services arena, David served with distinction in the U.S. Army in Vietnam. He is active in the community and has served on the board of trustees at Eckerd College, Shorecrest Preparatory School and several local nonprofit organizations supporting the arts, community service and community leadership.

CFP® | Financial AAMS®, CRPS®, CRPC® | Financial Advisor

SHELBY MCGINLEY

Shelby’s career began as a bank broker before opting for corporate banking for 10 years. When an opportunity arose, she joined Merrill Lynch, building a client base there before moving to Edward Jones. She found her home at Raymond James in October 2016.

Graduating from Shepherd College with degrees in accounting and business, Shelby earned her master’s degree from Hood College in Frederick, Maryland, in 1994. She is an Accredited Asset Management Specialist (AAMS), Chartered Retirement Plans Specialist (CRPS) and Chartered Retirement Planning Counselor® (CRPC®). Shelby enjoys helping clients with pre-retirement and retirement planning, asset preservation and supporting women in investing.

Shelby is a member of St. Ann Catholic Church and its church ministry. In her leisure time, Shelby enjoys playing golf, tennis and participating in family activities. Born into a military family, Shelby moved from her birthplace in Virginia to Hagerstown, Maryland, where she lives with her husband and daughter.

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 they share in our commitment to prioritize 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 to take this part of their journey with them.

  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.
  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.
  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.

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.

  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.
  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.
  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.

CLIENT ACCESS
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