Financial Team

JENN SEEGER
Founder & Financial Specialist
Tel: 858.775.8425
E-mail: jenn@thedivacenter.com
Web site: www.retirementreadyornot.com

Complimentary Financial Freedom Consultation
Complimentary Financial Services

Jenn brings over 10 years experience in the financial services industry.  She began her career as a financial advisory executive with Sagemark Consulting, specializing in supporting high net-worth individuals with retirement, investment, estate and business planning.  She then went on to work for one of the top financial marketing and sales organizations, Asset Marketing Systems, where she created training programs for financial advisors nationwide on how to help their clients develop an accumulation and distribution strategy that would maximize retirement income.

Jenn holds the Series 7 and 66 investment licenses and in order to better meet the defensive needs of her clients she also holds life, health, disability, long term care, variable insurance and annuity licenses.  She has been trained and mentored by some of the top financial advisors in the country.  She is a Certified Mentor for Don Blanton’s Circle of Wealth® system and one of Doug Andrews Missed Fortune TEAM Members.  Additionally, she has a vast knowledge of many real estate acquisition and exit strategies.

She graduated with honors from San Diego State University with a Bachelors of Science in Financial Services, a minor in Economics and a Certificate in Personal Financial Planning.  She was awarded several private scholarships for performance in her major where she ranked #1 in her class.

JAY MABRY
Financial Specialist
Jay Mabry is a seasoned, financial professional, experienced in consulting with business owners and their families.  With a core value that it is more important to teach and understand than sell, Jay chose to attend Southern Illinois University at Carbondale where his emphasis was Communication and Psychology.  Since 1998, he has pressed forward with a financial education obtaining Series 7 and 66 investment licenses.  He holds property, casualty, life, health, disability, long term care, variable insurance and annuity licenses.

Having lived through the family hardships that result from a loss of income due to injury, Jay understands the need for defensive planning, first hand.  His experience has brought discussions of defensive strategies to the forefront of Jay’s portfolio development process.

Believing that retirement strategies are only as good as the planning that goes into them, Jay to offers client service that is second to none.

“Giving investment ideas is easy.  Designing real financial strategies to help meet the needs of a family or business, that’s both exciting and fulfilling.”

Some of Jenn Seeger’s Financial Mentors over the last 10 years . . .

DON BLANTON
Don Blanton is the President of MoneyTrax Inc., a company dedicated to the development of innovative communication tools for financial service professionals. After 10 years in full-time Christian ministry, Don entered the financial services industry in 1986. He founded MoneyTrax in 1994, and the company has gained national recognition for its unique financial software.

Don is a nationally sought-after seminar speaker, addressing the top financial planners in the country who use his communication style and tools with their clients. He currently holds the CLU, LUTC, and ChFC designations.  Don and his wife Connie have been happily married for 30 years and have two children, James and Annah.

JEFF STEMLER
Jeff Stemler has 40 years experience in the financial and estate planning field holding many professional designations including CFP™, ChFC, CLU and CPCU.  He has trained and consulted hundreds of financial professionals nationwide on his trademarked CAP.P.P Process.  Past positions have included Regional VP of Sagemark Consulting, Capital Analysts Principal and owner of a successful P&C firm for 12 years.

Jeff earned his BA at Kent State University but has been a long-time San Diego resident.  He enjoys spending time with his wife Joan and children, and running or sailing when he gets the chance.

MICHAEL BOTKIN
Michael Botkin is a specialist in the retirement field who provides comprehensive planning with an emphasis on wealth creation and preservation.  Mike strives to educate his clients on how to prepare wisely and avoid loss by providing conservative options. Mike is a well-established speaker in the San Diego community and mentor to financial professionals nationwide.  Mike is an approved member of the National Ethics Bureau.

Mike received his Bachelor of Science degree in Marketing from San Diego State University.  He and his wife of 26 years, Nancy, and their two children, Brady and Mandy, are natives of Southern California. They enjoy biking, camping, canoeing, skiing, river rafting and spending time with their family dogs.