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HD Team

Who we are

We at HD Financial Specialists are a unique, passionate and experienced group of specialists in Financial Planning, Tax Planning, Estate Planning and Medicare Solutions. Our goal is to add value to our client’s financial lifestyle with every conversation, meeting, email and event. We believe that the focus should revolve around our client’s needs, goals and best interests: Today, Tomorrow and TOGETHER. If you are a current client, thank you for your trust. And if you’re not a current client, we look forward to the opportunity to be a resource for you.

Sean P. Hayden, APMA, CRPC, AIF

Sean P. Hayden, APMA, CRPC, AIF

President · Financial Planner

Sean is the President and Financial Planner at HD Financial Specialists. He has been active in the financial services industry since 2007 and has always envisioned a synergized group of specialists, all under one roof, to create focused plans for clients. Sean is devoted to maintaining the highest standards of dedication, integrity, and professionalism with his clients, ensuring that each client receives premier service.

Over his career, Sean has built a successful, client-centric business in Western New York. He is a firm believer in regular client communication. Sean actively builds his client relationships, believing that investors should be informed on market trends, their specific portfolio’s risks and investment goals on a regular basis.

Sean works with individual clients, high net worth individuals and businesses alike, specializing in investment selection and investing for growth and income. His focus is helping clients pursue their individual investment goals, whether preparing for retirement, saving for college, achieving a certain net worth, or generating investment income for retirement. Each of his clients receives a custom-tailored financial blueprint; there are no “cookie-cutter” solutions. Sean is a very passionate and dedicated advisor and runs his practice on a creed of PRIDE, HONESTY, and COMMITMENT.

Sean graduated from The State University of Geneseo where he majored in Business Administration and Economics. At Geneseo, and since he was four years old, he played ice hockey. He brings many valuable lessons with him from his time on the ice, including teamwork, dedication, and a strong work ethic. When Sean is not in the office or traveling to see clients, he can be found at home with his family. Sean lives in Lockport with his wife, Colleen, and their three children: Liam, Tyler and Claire. He is the Vice President of both Lockport Community Services, Inc., and The Cornerstone Ice Arena and is extremely active with other local service committees, including the Historic Lockport Millrace.

Sean holds the CRPC® (Chartered Retirement Planning Counselor℠ ), APMA® (Accredited Portfolio Management Advisor℠) and AIF (Accredited Investment Fiduciary) designations and has achieved his series 6, 7, 63, 65, and 66 registrations . He is currently registered in AR, CA, DE, FL, GA, IL, MA, MD, MI, NC, NY, OH, PA, UT, and VA.

Samuel Bloomberg, CPA*

Samuel Bloomberg, CPA*

Certified Public Accountant · Insurance Representative

Sam is a Certified Public Accountant and AHIP licensed Medicare Insurance representative at HD Financial Specialists. He is a graduate of Medaille College, with B.S. and M.S. Degrees in Accounting, and was also a four-year member of the Men’s Volleyball Team.

Sam brings years of tax and accounting experience and has completed a wide variety of complex tax returns over those years. He is fluent in multiple types of taxable and nontaxable entities (individuals, partnerships, C-Corporations, S-Corporations, LLC’s, trusts, estates, employee benefit plans, nonprofits, as well as gift tax returns). He is also  experienced in bookkeeping, sales tax preparation, payroll, and other accounting services. Lastly, Sam is qualified to handle issues regarding IRS Notices as a licensed CPA in New York State.

Seth Hamilton*

Seth Hamilton*

Tax Preparer · Financial Advisor

For the past four years, Seth has been learning, growing and building business relationships with his clients as both an Investment Adviser Representative as well as a tax preparer at National Tax and Financial Services. With his highest conviction, he has built and personalized an array of financial strategies that combine growth and appreciation while minimizing the tax implications of these strategies. Seth enjoys and takes pride in combining both his accounting and investment knowledge, allowing him to create a greater value for clients that is rare to find elsewhere.

Seth is a graduate of the University at Buffalo (UB) with a bachelor’s degree in Business with a focus in Finance. While finalizing his degree at UB he began working as an accounting intern at Tops Friendly Markets, which was the beginning of his special combination of the investment and accounting worlds.

Growing up, he was a multi-sport athlete with his love of hockey prevailing in the end. He worked his way through the Buffalo travel hockey system, playing for the Buffalo Regals AAA team as well as Junior A hockey for the Junior Sabres. From there he went on to Monroe Community College where he had the privilege of playing in the junior college hockey national championship game .

He has always loved being a part of a team and working together to fulfill client goals. That’s why he is an integral part of HD Financial Specialists, where everyone works together as a team with the goal of providing clients with an experience they have never received before.

Dina Dalton*

Dina Dalton*

HD Health Solutions Co-Owner · Health Insurance Consultant

As Co-Owner, Dina leads the team at HD Health Solutions, which is committed and focused on providing individual Medicare solutions for mature individuals.

In her role as Health Insurance Consultant, she and the staff at HD Health Solutions, help each individual review all Medicare options available to them. Dina has spent her 25-year career in the financial services industry. With that she brings a background in compliance and financial planning. She understands that preparing for and living in retirement is vital to fulfilling each individual’s second chapter of life.

She earned her B.S. degree from The Ohio State University with a major in communications.

Dina lives in Williamsville, New York, where she and her husband of 24 years have raised a son and daughter. She loves watching her children play sports, fitness, and traveling.

Wendy Phelps*

Director of Client Operations

Wendy is the team’s Director of Client Operations, an absolutely essential piece of the HD puzzle. Wendy manages all essential forms, client submissions, withdrawals for clients, as well as required minimum distributions, office staff, client account activities, client meeting preparations and updates to the client management system. She ensures client problems are resolved in a timely manner and to their utmost satisfaction. All in all, Wendy makes sure the firm runs smoothly.

Lindsey Garris*

Director of Client Communications

The smiling face when you walk in is Lindsey, having run the team’s front desk for two years. She greets visitors and answers inbound calls to the company. Along with that, Lindsey also schedules appointments, maintains client files, confirms meetings, creates and sends special client care packages and ensures tax season runs smoothly.

*These individuals are not affiliated with Cetera Financial Specialists LLC or Cetera Investment Advisers LLC.