Brian Zeek, CLTC RICP CSA CCFS® ELA™

CEO & Founder - Wealth Strategist, Entrepreneur, Visionary Leader, and Author

Brian’s emphasis as founder of Surf City Financial Group (SCFG) has always been about efficiency, eliminating losses, and overseeing one’s own money.   He is adept at finding the money you may be giving away unknowingly and unnecessarily.  Throughout the years, he has proven to have a gift at understanding the way by which various financial products resonate with each other so as to maximize their effectiveness to individual personal financial planning. Brian is a Wealth Strategist, and his passion is to help others find their Wealth Plan and Protection through the Circle of Wealth Concept. He has been in business, as an entrepreneur, since 2003.
 

Dee Dee Brooks, RHU REBC CFCI

EVP – Benefits Specialist, Entrepreneur, Strategic Planner, and Author

Dee Dee’s work background is extensive, from academia to law to Strategic Planning for a Fortune 50 Company.  She holds multi-state licenses, and brings her expertise in ERISA, plan formation, and wealth management to the organization.  The phone rings often with call-ins to ask her to solve a mystery that other planners may not be able to help with. She has been in the Life and Health Industry since 1994. Her passion is to help people retire with a peace of mind in accordance with a Holistic Planning Roadmap.

Nicole Seibert, PHR

COO

Nicole has the technical skills to be a planner in her own right, but, since 2003, she has taken the helm at Surf City Financial Group (SCFG) to lead client and vendor relations.   She helps clients through every step of their affiliation with the organization.  She is the consummate professional, and we are proud and fortunate to share her commitment to excellence in every facet of planning and plan execution.
 

Adriana Lugo, MBA

Controller

Adriana has over 20 years’ experience in managerial positions, and, with her husband, runs Hispanic Services of America, Inc.  In her capacity as Controller at Surf City Financial Group (SCFG), she has lent her services in the fields of Accounting and Administrative Structure to our small business clients.

Sarah Estabrook

Administrative Liaison

Sarah started with Surf City Financial Group (SCFG) in 2015, having worked at Hoag Hospital and in health insurance claims management previously.   She is recently licensed, and is moving from purely administrative tasks to working with the planners directly in order to make the online course experience as meaningful as possible for the attendees.