THE TEAM
Where the Passion Begins
BRADLEY BALL
Co-Founder
Brad achieved his Bachelor's Degree in Economics and Mathematics through The University of California, San Diego. With twenty-five years of experience including Wall Street Firms such as Morgan Stanley and Wells Fargo, he partnered with Adam Tasse to form Seaport Retirement & Estate Planning in 2007. Brad holds the Series 7, Series 63, 65, and 24 licenses. His financial acumen has led to him being a speaker in over one hundred financial events. Brad is highly involved in Toastmasters International and has won over twenty speaking awards. He has published eleven books on finance and estate planning. Brad was a professional boxer in his younger years, and credits those years for his continued athletic, healthy lifestyle. His favorite hobby is watching documentaries and musicals with his wife, and hiking, exploring waterfalls, and going to museums with his four children: Summer (33) , Emily (19), Nathan (15) and Hannah (the baby) (12)
ADAM TASSE
Co-Founder
Adam graduated from THE Ohio State University in Columbus, Ohio with a Bachelor's degree in Business Marketing. With over 20 years of experience including Wall Street firms such as A.G. Edwards and Key Bank, he partnered with Brad Ball to form Seaport Retirement & Estate planning in 2007. Adam holds the Series 7, 63, 65, and 31 licenses. Adam strives to maintain a healthy lifestyle by running 8 to 10 miles a day along with daily workout routines. In Adam's off time, he can be found on the water enjoying boating, wakeboarding, and surfing.