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.

Danny Ferro

Administrative Assistant

Andrew Adcock

Administrative Assistant