Administrative Staff
Melissa Tofanelli
Client Relationship Manager
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.
Suzanne Jobson
Administrative Assistant
Born and raised in England, Suzanne Jobson and her husband immigrated to the United States in 2001. With a background in administrative work, Suzanne joined our team in 2014. She assists the principals and the office staff in various administrative capacities.
Barbara Williamson
Administrative Assistant
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.
Donna Goggio
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.