Meet Your Team

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.

Kurt graduated from the University of Georgia with a BBA in Accounting in 1992. He started in the financial services industry in 1995 with the global insurance company AXA/Equitable, where he developed a foundation of financial and insurance planning. Kurt later joined the Private Wealth Management area of Truist, where he developed portfolios for wealthy families. In 2008, he earned the Chartered Retirement Planning Counselor, CRPC(r), designation from the College for Financial Planning. In 2011, Kurt joined Morgan Stanley and started his Discretionary Portfolio Management practice. In 2019, he became a Senior Portfolio Manager and an Insurance Planning Director in 2021. Kurt joined Steward Partners Global Advisory in 2023.

Kurt has advised clients and has managed portfolios for wealthy families for more than two decades. He believes in comprehensive planning for his clients including retirement, tax efficient investing, insurance, estate planning strategies, and philanthropic giving.

Kurt, and his wife Anna, live in Charleston, SC and have four adult children. They enjoy music, the arts, nature, and international travel. They have visited over 30 countries with their children often joining them and take the time to understand the history, language, and culture and cuisine of each destination they visit. Kurt and Anna support several causes addressing healthcare, education, and human rights.

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 Makras joined The Hoffman Private Wealth Group in May of 2015. Jenna is a Wealth Management Associate with over a decade of experience in Financial Services. Prior to joining the Hoffman Private Wealth Group, Jenna worked with H&R Block Financial Advisors and Ameriprise Financial.

Jenna’s primary responsibility is to work directly with clients and coordinate with our team and with Raymond James Financial to implement our client’s service and operational activities. Jenna uses her industry knowledge and strong organizational skills to provide world-class service and drive our team’s efforts on operational excellence.

Jenna is a Florida Native and lives here in Tarpon Springs. Jenna enjoys staying active with her kids, running and spending time with friends and family.

Jenna is Series 7; Series 66 licensed and holds Life, Health and Variable Annuity Insurance licenses.

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 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.