Taking a team-based approach to wealth management
At Seaside Wealth Management, our mission – in fact, our passion – is to provide superior personal service and outstanding financial planning for our clients. Our clients understand the value of independent investment advice.
Guided by our core values, we provide clarity, insight, and partnership so you can achieve your goals and have financial peace.
As President and Founder of Seaside Wealth Management, Brad Lineberger has created a unique, comprehensive wealth management firm that provides unbiased guidance and robust financial planning for individuals, families and small businesses. Brad helps his clients in clarifying their goals, navigating the issues that impact their finances and in creating financial peace for their future in retirement. Read More
Matt Callahan is a Wealth Manager at Seaside Wealth Management. He has an extensive background in financial planning which includes a focus on investment management and portfolio construction. Matt has found his passion which is helping people, and their families achieve their financial goals. Read More
Al McKendrick is a Wealth Manager at Seaside Wealth Management. Al has been in the business for 56 years, and earned his CFP® designation in 1995. Al loves being “on the same side of the table” as his clients. Becoming a fee only advisor many years ago has been very rewarding. He is passionate about helping his clients find peace with their finances. Read More
Director of Marketing
Vanessa Lineberger is the Director of Marketing at Seaside Wealth Management; Vanessa pays attention to all the details involved in planning our events to ensure our clients have a great experience. Read More
Associate Financial Planner
Jerri Hammons is our Associate Financial Planner at Seaside Wealth Management. Jerri’s focus is on building quality relationships with our clients and their families. As the Associate Financial Planner, Jerri will be managing all account related service requests like opening new accounts, account transfers and processing deposits and withdrawals. Read More
Client Services Associate and Marketing Assistant
Stephanie Page is our Client Services Associate and Marketing Assistant at Seaside Wealth Management. She assists the team with all account related service requests like opening new accounts and account transfers. Stephanie has direct exposure to the marketing efforts of the firm, and she also assists with compliance related requirements, human resources responsibilities and oversees day to day activities to ensure the office runs smoothly. Read More
Stacy Rupert is our Administrative Assistant at Seaside Wealth Management. She supports the office by greeting clients, preparing correspondence, client scheduling, preparing for client meetings, and also helps plan special client events. She enjoys being part of a team dedicated to serving our clients and ensuring they have a great experience. Read More
Co-Chief Investment Strategist
Eric Stein of East Bay Investment Solutions serves as the Co-Chief Investment Strategist for Seaside Wealth Management. His experience includes serving as a Vice President at Goldman Sachs Asset Management and Chief Investment Officer for RSM U.S. Wealth Management. Stein assists Seaside Wealth with portfolio oversight, investment due diligence, and development of the firm’s investment models. He is based in Charlotte, N.C. Read More
Co-Chief Investment Strategist
Mario Nardone of East Bay Investment Solutions serves as the Co-Chief Investment Strategist for Seaside Wealth Management. Mario began his investment career in 1999 with Vanguard mutual funds in Valley Forge, PA, where he consulted institutions and financial advisors on investment policy, portfolio construction, and Exchange-Traded Funds (ETFs). He also held roles as a research analyst, a municipal bond fund specialist, and others during his tenure. Read More
Brett Wheeler is the founder of Advisor Logistics and manages the back office trading for the investment portfolios of Seaside Wealth Management. With over a decade of experience in the financial services industry in both personal wealth and portfolio management, Brett processes all trades with accuracy and efficiency and keeps our client portfolios balanced to the appropriate asset allocation. Brett assists us with tax loss harvesting strategies and daily portfolio management. Read More
Our Core Values
We are committed to understanding what is most important to you personally and financially, so we can work in close partnership to help you get from where you are today to where you want to be years, even decades from now. This is why we focus on building long-term relationships with every client.
We believe that the advice you receive should never be compromised. As independent financial advisors, we have an ethical and legal duty to put our clients first. We also believe it is important to treat every client the way we want to be treated.
As your situation changes and evolves, we communicate with you regularly to make sure your plan keeps pace and stays on track. We pride ourselves on being responsive and proactive with phone calls, emails, in-person reviews and educational events.
We are committed to constantly improving. Our goal is to provide you with the absolute best financial planning and client experience possible.
Clarity | Insight | Partnership
We provide you with insight, based on our experience and knowledge of investing and how markets work, as well as how best to achieve your goals.
We work as your partner, providing you with counsel on an ongoing basis and are a valuable resource as you make the best use of your financial resources to lead a fulfilling life.