Melissa Tofanelli graduated with a Bachelor of Science degree in Environmental Science from the University of South Florida. She is familiar with our operation because she has worked part time off and on for Code Smith Financial since she graduated from high school. She put herself completely through college working at a local restaurant and joined us full time in April 2009. To better serve the needs of our firm’s clients, Melissa became a licensed insurance agent in April 2010.
Melissa’s past experience in juggling her hectic school and work schedules gives her an advantage in performing her duties at Code Smith Financial. She has a dual role in that she is responsible for customer service, client management, meeting coordination, proposal and illustration preparation, and other administrative duties as well as assisting in the Employee Benefits area with claims, enrollment processing, and the Employee Benefits website.
Melissa enjoys fishing, sports, motorcycles, and spending time with her husband, son, and her chocolate lab, Calli.