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Our Firm



Brian E. Code

Brian E. Code

CLU, ChFC, AEP, CFP®

 

 

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Robert L. Smith

Robert L. Smith

CLU, ChFC, CFP®

 

 

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Jordan P. Code

Jordan P. Code

CLU, ChFC, CFP®

 

 

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Scott T. Waechter

Scott T. Waechter

CLU, CFP®, CFA™

 

 

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Administrative Staff

Elisabeth (Liz) A. Browder

Elisabeth (Liz) A. Browder

Office Manager

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Donna L. Goggio

Donna L. Goggio

Employee Benefits Manager


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Melissa L. Tofanelli

Melissa L. Tofanelli

Client Relationship Manager                     


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Barbara C. Williamson

Barbara C. Williamson

Administrative Assistant

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Suzanne Jobson

Suzanne Jobson

Administrative Assistant                    


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Courtney Rohrdanz

Courtney Rohrdanz

Financial Planning Service Specialist                     


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© 2017 Code Smith Financial, LLP. All Rights Reserved

Securities, investment advisory services, and financial planning offered through qualified registered representatives of MML Investors Services, LLC. Member FINRA and SIPC. Supervisory Office: 4830 West Kennedy Blvd., Suite 800, Tampa, FL 33609 (813) 286-2280. Code Smith Financial, LLP is not a subsidiary or affiliate of MML Investors Services, LLC, or any of its affiliated companies.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Check the background of MML Investors Services, LLC on FINRA's BrokerCheck

CRN201801-199232