Our Story

For over 34 years, Frank has assisted domestic and international families who have significant wealth to meaningfully enhance their wealth, tax-efficiently transfer that wealth to the next generation and protect their wealth from unjust lawsuits. 

 

Through that work, Frank is now recognized as a leading authority on structuring traditional and private placement life insurance solutions for the extremely affluent, including celebrities.

 

Frank is a frequent speaker on these topics, regularly speaking to other professionals and ultra-affluent families. Frequently quoted in Forbes, he has written for a variety of trade publications including Private Wealth, Elite Traveler and Inc. Magazine’s Business Owners Council .  He is a co-author of the book “Protecting the Family Fortune” and “Maximizing Personal Wealth.”

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Frank is a member of Finseca, (previously known as the Association for Advanced Life Underwriting or AALU), and The Forum 400.  He is also a Principal and former Chairman of the Board of Directors of the nationally recognized producer group, First Financial Resources.
 

Doug has worked in the life insurance industry for 50 years.  In that time, he has served in various roles that have allowed him to learn the industry from every possible aspect.

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A pioneer in the use of technology in the life insurance industry, Doug helped create the first in-force policy illustration system and has helped educate and train numerous professionals across the industry.

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At Seneco Global Advisors, Doug provides product and technology support that allows the company to provide its clientele a world-class level of service.  He is the holder of several designations, including

CLU®, ChFC®, and LUTCF.

Karen Meck has over 30 years of experience in driving operational excellence and sales growth. Known for a strategic mindset and a results-oriented approach, Karen has successfully led cross-functional teams to achieve significant improvements in efficiency, productivity, and revenue.

In her current role at Seneco Global Advisors, Karen works closely with the staff and clients, specifically understanding the insurance planning process. Additionally, her background in technology and creating processes has resulted in streamlining the company’s operations. 

Karen earned a Master of Taxation degree from the University of Denver, Sturm College of Law, as well as a Bachelor of Science degree from Millersville University. She is licensed in Life, Health, and Disability and holds the Accredited Estate Planner designation. Her professional memberships include the National Association of Insurance and Financial Advisors (NAIFA), the AICPA (American Institute of Certified Public Accountants) and Finseca.

CLiff has over 35 years of experience in broker/dealer management. He formerly served as President and CEO of MFI Investments, which was named an Inc. 500 company for three successive years and grew to 90 offices and 275 registered representatives prior to being purchased by a multibillion-dollar bank holding company.

Cliff is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Chartered Global Management Accountant (CGMA) and Certified Financial Planner (CFP®).

 

Cliff earned a Bachelor of Science in Accounting and Finance from Miami University, Oxford, Ohio, and graduated from the 3-year Owner/President Management Program at the Graduate School of Business Administration at Harvard University.

He was a member of the FINRA Membership Committee, served as Vice-Chairman of The Securities Industry/Regulatory Council on Continuing Education and was the Chairman of the Firm Element Committee. Mr. Oberlin has served on the FINRA District 8 Business Conduct Committee and was Chairman of the FINRA District 8 Business Conduct Nominating Committee. He is a past Chairman of the International Association for Financial Planning (now FSI) Broker/Dealer Division.
He was Chair of the YPO International Financial Services Network, YPO Miami | Fort Lauderdale Gold Chapter, YPO Family O􏰀ice Network and member of the YPO International Forum Committee. Cliff holds various securities licenses including FINRA Series 7, 24, 4, 53, 63 and 65.

 

He is co-author of “Building a High-End Financial Services Practice”© Bloomberg Press 2004 and “Family Fortunes – How Family Enterprises Thrive Across Generations” © 2022. 

CLiff has over 35 years of experience in broker/dealer management. He formerly served as President and CEO of MFI Investments, which was named an Inc. 500 company for three successive years and grew to 90 offices and 275 registered representatives prior to being purchased by a multibillion-dollar bank holding company.

Cliff is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Chartered Global Management Accountant (CGMA) and Certified Financial Planner (CFP®).

 

Cliff earned a Bachelor of Science in Accounting and Finance from Miami University, Oxford, Ohio, and graduated from the 3-year Owner/President Management Program at the Graduate School of Business Administration at Harvard University.

He was a member of the FINRA Membership Committee, served as Vice-Chairman of The Securities Industry/Regulatory Council on Continuing Education and was the Chairman of the Firm Element Committee. Mr. Oberlin has served on the FINRA District 8 Business Conduct Committee and was Chairman of the FINRA District 8 Business Conduct Nominating Committee. He is a past Chairman of the International Association for Financial Planning (now FSI) Broker/Dealer Division.
He was Chair of the YPO International Financial Services Network, YPO Miami | Fort Lauderdale Gold Chapter, YPO Family O􏰀ice Network and member of the YPO International Forum Committee. Cliff holds various securities licenses including FINRA Series 7, 24, 4, 53, 63 and 65.

 

He is co-author of “Building a High-End Financial Services Practice”© Bloomberg Press 2004 and “Family Fortunes – How Family Enterprises Thrive Across Generations” © 2022.