Broker Check

Meet Your Wealth Management Team

Steven Vozenilek, CFP®

Managing Director and Founder

steve.voz@seasonsfwm.com

Steven Vozenilek is a Licensed Financial Advisor with over 30 years of experience helping families navigate the complexities of wealth stewardship with clarity, purpose, and emotional insight. Since 1998, Steven has delivered personalized investment portfolios and risk mitigation strategies tailored to the evolving needs of affluent individuals and families. A Certified Financial Planning Professional™ since 2001, he brings both technical expertise and deep understanding to every financial conversation—meeting clients wherever they are in their planning journey.

As the founder of Seasons Family Wealth Management, Steven offers a distinctive approach to multigenerational planning rooted in meaningful dialogue and strategic design. Guided by the belief that family wealth evolves through phases of growth, reflection, and continuity, he developed the Seasons Family Wealth Framework™ to bring structure to legacy stewardship. This proprietary planning model serves as the foundation of his methodology, aligning advanced financial strategy with values-driven intention and long-term resilience.

Steven is a Fellow of the Family Firm Institute and an Adjunct member of Attorneys for Family-Held Enterprise, reflecting his commitment to the nuanced intersection of family governance, enterprise continuity, and emotionally intelligent planning.

Within his frameworks, families are introduced to tools like the Family Wealth Sustainability Module—a discovery process that helps them recognize the role emotional clarity and purposeful dialogue play in preserving wealth across generations. For families who desire deeper engagement and long-lasting alignment, Steven offers the Seasons Families of Significance™ pathway, a transformational experience that explores shared meaning, legacy language, and intergenerational connection.

Whether designing transition strategies, addressing investment or insurance needs, fostering  within increased communication across family systems, or helping clients articulate and foster philanthropic impact, Steven’s work goes far beyond transactional planning. His clients find a trusted guide—someone who understands that wealth, like legacy, must be nurtured with intention.

 

Caleb Jacobs

Administrative Consultant

caleb.jacobs@seasonsfwm.com

Caleb Jacobs serves as the Administrative Consultant at Seasons Family Wealth Management, bringing with him over a decade of experience in the financial services industry, which he entered at the start of 2013. A proud Virginian, Caleb lives just outside of Washington D.C. He earned his finance degree from George Mason University, all while working at Ameriprise.

When he's not focused on his professional responsibilities, Caleb enjoys playing basketball, keeping up with the financial markets, spending quality time with his wife, and hanging out with his brother.

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