Meet Our Team
Meet Our Team
Providing Specialized Knowledge Through
A Collaborative Planning Approach
At Hoffman Private Wealth Group, we have intentionally built a multi-generational team to serve you and your family and help you leave a lasting legacy. We work collaboratively and are highly-specialized in our roles, each person bringing unique knowledge and experience to the table. We value having genuine relationships with one another and with our clients that are rooted in positivity and trust.
Our People
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, 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 2017 and 2016 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 and 2020 he was named on the Best-in-State Wealth Advisor list for Forbes Magazine.
Todd takes pride in building his team, the Hoffman Private Wealth group into a leading practice maintaining quality relationships with clients and family. Todd has been married to his wife Susan for over 30 years and they have two adult sons. Susan is a Partner at a law firm specializing in Family Practice. Todd also enjoys golf, fishing, snow skiing and has a special place in his heart for coaching kid’s sports. Todd has also held board positions on several local nonprofit organizations.
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 expertise 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.
In October 2022, Ashley Parks became a member of the Hoffman Private Wealth Group. Prior to joining the team, Ashley, along with her husband, managed their own small business in the Capital Region of New York before locating to St. Petersburg, Florida, in March 2021. Ashley has a strong background in prioritizing clients' needs and exceeding their expectations.
During her leisure time, Ashley finds joy in traveling with her family, a cherished activity. Additionally, she enjoys cooking, reading, and basking in the Florida sun at the beach alongside her husband and their teenage son and daughter.
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 66 and Series 7 Licensed.
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 he will be starting as a client administrative manager as he ramps up to be a fully registered advisor. Outside of the office, you can find him at Rays, Bucs, and Lightning games.
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.
Advanced Designations and Credentials
CERTIFIED FINANCIAL PLANNER® (CFP®)
CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. CFP® professionals understand the complexities of the changing financial climate, and the designation is widely regarded as the standard of excellence in the financial planning profession.
Certified Portfolio Manager (CPM®)
CPM® professionals have completed rigorous coursework in three vital areas: Valuation Analysis, Portfolio Construction and Risk Management. They have a deep base of knowledge in fundamental security analysis, asset allocation, and managing discretionary portfolios.
Chartered Retirement Planning Counselor® (CRPC®)
CRPC® advisors have the extensive training and experience needed to help individuals define a highly-personalized road map to retirement. The curriculum focuses on clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning.