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Jack works as a financial advisor for Csenge Advisory Group, helping families and business owners create and implement financial strategies. From retirement planning for individuals to designing benefits strategies for small businesses, Jack’s goal is to help his clients plan their financial future. He also helps our clients with their investment, social security, insurance, and estate planning needs.
During his downtime, you’re likely to find Jack surfing, golfing, or spending time with his wife Sarah.
Sean is a CERTIFIED FINANCIAL PLANNER™ heading our Jacksonville, FL office and comes to Csenge Advisory Group with over a decade of experience having spent time with Merrill Lynch, Arcus Capital Partners, LLC, and Fidelity Investments. He works with high-net-worth clients to provide holistic financial advice for their investment, retirement, and legacy planning needs. During his time in the industry, Sean has advised thousands of high-net-worth clients providing guidance and advice to help accomplish their most important financial goals and needs. Additionally, Sean works with our clients on their asset management/investment options, company-sponsored/401k retirement plans, and more complex estate and legacy plans.
Sean and his family love spending time outdoors at the beach, going to sporting events, or playing with their dogs Bruce and Chester.