About Jeff Sedlitz
Professional Data
➢ Financial Professional since February 7, 1993
➢ Business Solutions Specialist certified (1993)
➢ Quality of Life certified (2006)
➢ Wealth Building Cornerstones Specialist (2015)
➢ Been recognized in the Cambridge Who’s Who Registry of Executives & Professionals
➢ Been listed several times in the Who’s Who Central Florida for Insurance Professionals & Financial Advisors
➢ Long time member of National Association of Insurance & Financial Advisors
➢ Long time member of the Former University Club and served on the Membership Committee
➢ Founder & President of the St Johns Professional Alliance (2012)
➢ Awarded President’s Gold Service Award for Volunteering by President Obama (2015)
Personal Data
➢ Native of Bronx, NY & a Florida resident since 1995.
➢ Former professional musician (Singer, Songwriter, Guitarist)
➢ Husband to Dawn since July 18, 2004
➢ Proud Father of 3 (Chad, Alanna & Sarah)
➢ Incredibly proud Grandfather of 3 (Steven, Vanessa & Toby)
➢ Hobbies include: Sports, Music, Travel, Spending time with friends & family, Cooking, and watching movies
Let me help you
get the best annuity
for your needs.
get the best annuity
for your needs.
Jeff is an amazing and caring financial professional. He listens to your needs/wants and creates a plan that works with you and your family for life. I highly recommend him and his team.
Edna Ivey
DBA Advisor at FedEx
We moved to Mandarin FL from Massachusetts in August of 2018. We are retired and we needed to find new doctors and health insurance for 2019 year. My daughter, who is in the medical field met Dawn in Walmart. They talk and my daughter felt very confident that Dawn could help us. We contacted her and she came to our home and spent hours going over health plans. She is very knowledgeable and pleasant to work with. She checked to see that our new doctors were in one these plans. The plan was good and she said she would review it again for 2020. Plans changed in 2020 and she got with us and reviewed a new plan, which we switched to. She also said that they do financial planning. We went and saw Jeff, her husband was great to work with and we got a good plan that protected us from major financial hits. So with all that said if you are looking for Health and Financial planning along with great people to work with go with Family tree Financial.
Susan Emanuel
Retired
Kevin and Jeff helped me understand retirement and obtain my own retirement policy at only 25!
Maria Zamora
Teacher
David is very knowledgable about financial investment solutions for small business owners. My favorite product he provided us was disability insurance based off of your specific career. It allows you to maintain the same level of income, even if you are qualified for a lower-paying job.
Stephanie Brinley
Kevin was able answer every single one of my dumb questions while making sure I got the best refund possible. Highly recommend anyone who wants to save a lot of money use his services. 10/10.
Will
Professionalism, Quality, Responsiveness
Jessica Redimarker
Loved working with this group, very informative and helpful. Would absolutely recommend them. 5 Stars
Kim Rice