Liz Browder began her financial services career in 1978 with a major property and casualty carrier in Clearwater, Florida. In 1985 she moved to Tampa to join our team as office manager. During her career she has completed several classes pertinent to her position and the financial services industry. Beginning in 2020, she started working part-time handling accounts payable and accounts receivable.
Melissa Tofanelli graduated from the University of South Florida with a Bachelor of Science in Environmental Science. She worked part time with us periodically from the time she graduated from high school beyond her college years and joined us full time in 2009. Melissa is integral to our financial planning and wealth management practice, as she is responsible for coordinating all investment account processes, including: account opening, transfers, account changes, and performance reports. She also oversees the loading of client data into our financial planning system and maintaining the client profile.
Code Smith Benefits, PLLC
Barbara Williamson began her financial services career in 1978 with a major insurance carrier in Tampa. She joined Brian as a personal assistant in 1981 and has continued to work with us in an administrative capacity over the years as the team has grown. Barbara’s experience spans several areas of the industry including customer service, claims handling, group health/employee benefits, and case management. During her career, she has completed several Life Office Management Association (LOMA) courses and many life and health insurance classes.
Employee Benefits Manager
Code Smith Benefits, PLLC
Donna Goggio began her career in 1973 with a major insurance carrier in Tampa, earning their Employee of the Year designation three times. She joined our team in 1998 and became insurance licensed in 1999 to better serve and oversee the servicing of our employee benefits clients. During her career, Donna has completed several Life Office Management Association (LOMA) courses and many life and health insurance classes. After obtaining quotes from numerous carriers, Donna is responsible for analyzing and preparing informative proposals on an annual basis. She also assists our business clients and their employees with claim or billing issues.
Annessa joined Code Waechter LLC in June 2019. She has over 12 years’ experience in an office environment supporting clients and interoffice processes. She became a licensed Florida insurance agent in November 2019 in order to better serve our clients.
Annessa is responsible for meeting coordination, assisting with proposals and illustration preparation, as well as other administrative tasks.
Annessa has been happily married for 21 years. She enjoys relaxing at home, reading, eating out with her husband, and going to concerts.