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900 SE Ocean Blvd, Suite 244, Stuart, FL 34994

(561) 292-5758
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Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a skill for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Seth Sonnier

Seth Sonnier

Financial Advisor / Partner

(561)221-0409

Seth.Sonnier@initiativewealth.com

Seth is a financial advisor and partner of Initiative Wealth Planners. He earned a degree in General Business with a minor in Political Science from Louisiana State University and holds through LPL the Series 7, 66, and Florida 2-14,...

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Bradley Sonnier

Bradley Sonnier

Financial Advisor / Partner

(561) 270-5752

Bradley.Sonnier@initiativewealth.com

Bradley is a financial advisor and partner of Initiative Wealth Planners. He graduated from Louisiana State University with a degree in Economics and holds the Series 7, 63, 65, all held through LPL...

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Jacob Dean

Jacob Dean

Senior Advisor / Partner

(561) 260-5521

Jacob.Dean@initiativewealth.com

Jacob is a dedicated Financial Advisor with many years of experience helping clients pursue financial confidence through personalized planning and long-term strategy. He focuses on understanding each client’s unique goals, time horizon...

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Joseph Marton

Joseph Marton

Financial Advisor / Partner

(561) 332-4893

Joe.Marton@initiativewealth.com

With over 11 years of related experience, Joe has brought dynamic financial planning, team leadership, and client-focused service to Financial Planning offices starting in Tampa, Miami, West Palm Beach, and Jensen Beach currently, as a...
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Lera Kuzovko

Lera Kuzovko

Client Service Assistant

(561) 292-5758

(561) 462-3979

Lera.Kuzovko@initiativewealth.com

As a dedicated Client Service Assistant, Lera brings over five years of experience in administrative support and client-focused roles. Drawing on her background in administrative work, Lera expertly manages client inquiries, prepares...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.