Seaside Wealth Advisors LLC

Allison Kramer is a financial advisor at Seaside Wealth Advisors LLC with four years of industry experience. She holds the ChFC® designation and a Series 63 license. Prior to joining Seaside Wealth Advisors, Allison worked at Northwestern Mutual Wealth Management Company and Brad Nelson. Outside of finance, she is an IFBB Pro League bodybuilder and operates an online fitness coaching business. Seaside Wealth Advisors manages approximately $102.6 million in assets and serves individual clients, including high-net-worth individuals, as well as small business owners. The firm employs an active, tailored asset-management approach based on Modern Portfolio Theory and offers services such as discretionary portfolio management, financial planning, due-diligence consulting for private placements, and bookkeeping/tax support.

Joshua Jenkins is a financial advisor at Seaside Wealth Advisors LLC with 12 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Seaside Wealth Advisors, Jenkins worked at Northwestern Mutual in various roles from 2012 to 2023. Outside of his advisory work, he is involved in investment-related activities including serving as VP of Investor Relations at Opes Capital Manager LLC. Seaside Wealth Advisors is a registered investment adviser managing approximately $102.6 million in assets for individual clients, including high-net-worth individuals, and small business owners. The firm employs an active, tailored asset-management approach using Modern Portfolio Theory and multiple asset-allocation models, and offers discretionary portfolio management, financial planning, due-diligence consulting for private placements, and bookkeeping/tax services.

Michael Cox is a financial advisor at Seaside Wealth Advisors LLC with four years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Northwestern Mutual Wealth Management Company and Brad Nelson. Outside of his advisory role, he serves as a coaches coordinator for the Red Land Midget Football Organization, a nonprofit youth football group. Seaside Wealth Advisors manages approximately $102.6 million in assets for individual clients and small business owners, offering discretionary portfolio management, financial planning, due-diligence consulting for private placements, and bookkeeping/tax services. The firm employs an active, tailored asset-management approach using Modern Portfolio Theory and multiple asset-allocation models, with ongoing client reviews and oversight.

Allen Tyndall is a financial advisor at Seaside Wealth Advisors LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Northwestern Mutual and Eagles Coast Wealth Management. Outside of advising, he is the managing member of ILM Bikes, a bike shop in Wilmington, NC, and has involvement in several real estate and food and beverage ventures. Seaside Wealth Advisors manages approximately $102.6 million in assets and serves individual clients, including high-net-worth individuals, and small business owners. The firm employs an active, tailored asset-management process based on Modern Portfolio Theory and offers discretionary portfolio management, financial planning, due-diligence consulting for private placements, and bookkeeping/tax services.