Todd Hoffman
Todd is the architect of the Comprehensive Financial Success System®, a trademarked, integrated planning framework designed to align comprehensive financial planning, disciplined asset management with downside risk controls, and retirement income strategies. His approach focuses on helping clients protect capital, generate sustainable income, and make informed financial decisions across market cycles.
Todd oversees portfolio strategy, investment policy design, and risk management, and works closely with clients' CPAs, attorneys, and other professionals to deliver a coordinated, family-office style experience.
Through a sophisticated planning approach rooted in truly knowing and caring for you, we strive to align your wealth with your values, seeking to give you greater clarity and peace of mind.
Our mission is simple, to empower you to live the life you desire today while implementing the plans necessary to accomplish your goals for tomorrow.
Our Team
Amy Mefferd joined Steward Partners in February 2017 from Morgan Stanley where she worked since 2005. Amy is a Vice President, Senior Wealth Management Associate specializing in the facilitation of block trading for discretionary portfolios, due diligence, portfolio analysis, and managing cash flows for client income and cash needs. Amy also maintains responsibilities as the group's operations team leader, overseeing the servicing and implementing of client administrative and operational tasks. Amy's attention to detail, caring, and commitment to delivering the highest level of personal service to our clients has made her an integral part of the Hoffman Private Wealth Group for the past 14 years.
Born in Clearwater, Amy is a native Floridian that resides in Countryside with her husband Adam and their daughter Ava. Outside of the office, Amy enjoys Boating, Tampa Bay Lightning Hockey and spending time with her family and friends.
Amy is Series 7 and Series 66 licensed and holds Life, Health, and Variable Annuity Insurance licenses.
Jenna Sefchick Makras is a Wealth Manager with the Hoffman Private Wealth Group at Steward Partners, located in Clearwater, FL. Jenna brings over 15 years of industry experience to her clients.
As a registered Investment Adviser Representative and Accredited Asset Management Specialist, AAMS®, Jenna offers comprehensive financial guidance tailored to each client's unique needs. Her AAMS® designation, awarded by the College for Financial Planning, highlights her knowledge in asset management and commitment to maintaining the highest standards of professionalism in the financial services industry.
Jenna is dedicated to professional growth and is determined to make a significant impact on her clients' financial well-being. With a strong foundation in wealth management and customer service, she is passionate about helping clients achieve financial and personal success.
Jenna's keen eye for detail and excellent communication skills enable her to explain complex financial concepts in an accessible manner, fostering trust and transparency in client relationships. She brings a unique warmth to her interactions, always taking the time to listen in an often fast-paced business environment.
Outside of her professional life, Jenna is a devoted mother of two. In her personal time, you can find her at the beach or pool with her daughter, at the gym, or enjoying quality time with her family and friends.
Andy grew up in Clearwater, Florida fishing and sailing since he could walk. He attended Berkeley Preparatory School where he developed into a wrestling team captain and district champion at 132 pounds his senior year. Andy left Florida to attended Brandeis University outside of Boston and received an undergraduate degree in business and a master's degree in International finance and economics from Brandeis International Business School. Throughout college, he spent his summers working abroad and learning about the financial sectors in Cape Town, South Africa and London, UK. From a small PE-backed renewable energy plant developer to the largest investment bank on the Alternative Investments Market of the London Stock Exchange, Andy brings the team experience and perspective in emerging and foreign markets.
After graduate school, Andy moved to New York City and spent time working at Nasdaq MarketSite as an equity surveillance analyst in the healthcare sector. Prior to joining the Hoffman Private Wealth Group, he also spent time as an associate at Third Bridge researching the industrials, materials, and energy sectors focusing specifically on aerospace and defense.
Andy recently moved back to St. Petersburg, Florida and is excited to be a wealth manager on the HPWG team. Outside of the office, you can find him at Rays, Bucs, and Lightning games.
Andy is Series 7 and Series 66 licensed and holds Life, Health, and Variable Annuity Insurance licenses.
In April 2025, Jonathan joined Hoffman Private Wealth Group as a Registered Client Administrative Manager. Prior to joining, Jonathan worked at Citi as a Mortgage Loan Trading Associate.
Jonathan has a strong foundation in statistics, data analytics, problem-solving, and attention to detail. Jonathan is passionate about helping clients navigate their financial journeys with confidence and clarity.
Jonathan graduated from the University of Tampa's Sykes School of Business with a master's degree in business Analytics in 2022 and a bachelor's degree with a major in Finance and a minor in Accounting in 2009.
Outside of work, Jonathan has a passion for music and enjoys attending live shows. He also loves travelling to new places and spending quality time with his dog, Nala. Jonathan is enthusiastic about his lifelong learning and growth in the financial wealth management field.
Jonathan is Series 7, Series 63, and Series 79 Licensed. He is also pursuing the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations.
Michelle is a Registered Client Administrative Manager and has a passion for making clients' lives easier and supporting the team. Michelle graduated from the University of Florida's Hough Graduate School of Business in 2021 with a Master's in International Business and from the Warrington College of Business Administration with Major in Management and a Minor in Economics. Prior to joining the Hoffman Private Wealth Group, Michelle worked at Fisher Investments as a Client Service Specialist. Michelle is a Clearwater native, enjoys the outdoors, travel, and watching sports. When she's not in the office, you'll likely find her out enjoying the Gulf of Mexico on a boat, or golfing with friends and family.
Michelle is Series 7 and Series 66 licensed and holds Life, Health, and Variable Annuity Insurance licenses.
Coby Hirschfield was raised in Largo, Florida, and grew up as a lifelong Gator fan. After being a captain of his Osceola Fundamental High School soccer team, he moved to Gainesville to begin his adventure at the University of Florida.
There, he obtained a master's degree in international business and a bachelor's degree in statistics. During his time at the university, he spent a working summer in Dublin, Ireland, and time in Lisbon, Portugal.
Coby joined the Hoffman Private Wealth Group as a Client Administrative Manager shortly after graduating.
Coby enjoys watching and playing sports, fishing, boating, scuba diving, and exercising. In his free time, he likes to be at the local golf course or miles off the coast.
Coby is Series 7 and Series 66 licensed and holds Life, Health, and Variable Annuity Insurance licenses.
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AL, AK, AZ, AR, CA, CO, CN, DE, DC, FL, GA, HA, ID, IL, IN, OI, KA, LA, MA, MD, MA, MI, MN, MS, MO, NE, NV, NH, NJ, NM, NY, NC, CD, OH, OK, OR, PN, PR, RI, SC, SD, TN, TX, UT, VM, VI, WA, WV, WI, WY
Clearwater, St Petersburg, Tampa, Florida, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Georgia, Hawaii, Idaho, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
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Todd graduated from Michigan State University, College of Business, in 1984. After graduation he joined Ford Motor Company as a dealer consultant and in 1987-1990. In 1990 he joined his family's Marketing Company. In 1992, Todd started his career as a Financial Advisor with Raymond James Financial, and in 1995 joined Salomon Smith Barney. In 2000, Todd received his designation as a CERTIFIED FINANCIAL PLANNER® practitioner. In 2002, Todd joined Morgan Stanley to expand his Discretionary Portfolio Management practice. In 2003, he earned the title of Wealth Advisor and in 2010 became a Senior Portfolio Management Director. In 2011, Todd received his Certified Portfolio Manager® certification from the Academy of Certified Portfolio Managers (ACPM®). In 2015, Todd earned the title of Executive Director at Morgan Stanley and was named one of the Top 400 Financial Advisors by the Financial Times. In 2016 and 2017 Todd was named one of Barron's Top 1,200 Financial Advisors. Todd left Morgan Stanley in 2017 to join the first Florida office of Steward Partners Global Advisory to expand his money management practice nationally and in both 2019 through 2025 has been named on the Best-in-State Wealth Advisor list for Forbes Magazine. In 2024, Todd was named on Advisors Hub, national Top 50 Advisors to thier watch list (under 1 Billion Assets). All recognition award information mentioned in the video can be found on Steward Partners' website at https://www.stewardpartners.com/important-disclosures.35.htm
Businesses, Individual Investors, Non-Profit Organizations
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management
CFP®
Series 7, Series 8, Series 31, Series 63, Series 66
Variable Life, Disability, Annuity, Health, Life, Variable Annuity, Long Term Care
Exchange Traded Funds (ETFs), Mortgages & Real Estate, Insurance, Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Alternative Investments, Socially Responsible Investments (SRI)
Your Office, Video Conference, Our Offices, Your Home, Our Office, Phone, Email
Fee-Only
$500,000.00
Commissions, Based on Assets
400
$850,000,000
Yes
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who succesfully complete the organization's initial and ongoing certification requirements to use the certification marks. Life insurance, disability income insurance, and long-term care insurance are offered through Steward Partners Investment Solutions, LLC ("SPIS"), registered broker/dealer, member FINRA/SIPC. Investment Advisory services are offered through Steward Partners Investment Advisory, LLC ("SPIA"), an SEC-registered investment advisor. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.
