Team

Allow us to introduce our experienced, friendly advisors and staff. We are ready to assist you with all your financial planning endeavors.

PLANNING AND ADVISORY TEAM

Marianela Collado, CPA/PFS, CFP®, CDS®
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Chief Executive Officer & Senior Wealth Advisor, Shareholder
Matthew D. Saneholtz, CFA, CFP®, EA
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Chief Investment Officer & Senior Wealth Advisor, Shareholder
Yesenia Realejo,
CFP®
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Director of Financial Planning & Senior Wealth Advisor, Shareholder
Franklin Gay,
CFP®, EA
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Wealth Advisor
Edzai Chimedza,
CFP®, CTS™
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Wealth Advisor
Francheska Ruiz,
CFP®
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Wealth Advisor
Chad Williamson,
CFP®
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Wealth Advisor
Ursula Auger, CFA, CFP®
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Wealth Advisor
Matthew Hauptman, CFP®
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Wealth Planner
Margaret “Peggy” Curtis, FPQP®
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Financial Planning Associate
Jimmy Fernandez, FPQP®
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Financial Planning Associate
Eric Diniz
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Financial Planning Intern

INVESTMENT COMMITTEE

Charles “Chad” NeSmith, CFA, CFP®
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Director of Investments
Matthew D. Saneholtz, CFA, CFP®, EA
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Chief Investment Officer & Senior Wealth Advisor, Shareholder
Edgar Collado,
CEPA®
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Chief Financial Officer & Chief Operating Officer, Shareholder

TAX TEAM

Lonnie Sluchak,
CPA
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Director of Tax Services
Maria Hernandez
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Tax Associate
Lorenzo Bona
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Tax & Operations Analyst

OPERATIONS AND CLIENT SERVICE TEAM

Edgar Collado,
CEPA®
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Chief Financial Officer & Chief Operating Officer, Shareholder
Michael Tibbits
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Operations Associate
Marvin Claude
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Portfolio Operations Analyst
Melanie Leal Ramirez
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Client Service Manager
Thalia Durand
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Senior Client Service Specialist
Erika Roldan
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Client Service Specialist
Shakira F. Laguerre
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Client Service Specialist
Petra Gay Jurova,
FPQP®
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Senior Marketing Associate
Deanna Davis
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Marketing Assistant
Natalia Valcarcel
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Administrative Support Specialist
Brette Machado
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Executive Assistant

Join Our Team

We are always looking for talented, passionate, and committed professionals to join our Tobias Financial Advisors Team.