Team
At Jaffe Tilchin, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Helping others succeed: this is Lou Tilchin’s mantra. He has energetically built a unique financial services company based on his philosophy and thorough grasp of the fundamentals of the financial services industry.
Scott Jaffe has a proven history of financial success as an investment advisor with 31 years of experience, most recently with Citi Smith Barney and previously with Prudential Securities.
John Troncoso, CFP®, CRPC®, CPWA®
Investment Advisor Representative, Partner
John Troncoso is an award-winning financial advisor who has made appearances on television and written several articles featured in national publications. He works with high-net-worth clients, athletes, executives, entrepreneurs, and .....
Brett Witkowski, CFP®
Investment Advisor Representative, Partner
Brett Witkowski is a CFP® and Portfolio Manager who has been a part of the Jaffe Tilchin Team since the firm's founding.
M. Scott Jones, CLU
Chief Compliance Officer, Registered Principal, Partner
A 3rd generation Floridian, Scott knew early on that he wanted to pursue a career in the financial services industry.
Marc Ardizzone, MBA
Director of Operations, Investment Advisor Representative, Partner
Mike is a Sr. Financial Advisor and Chartered Retirement Plan Specialist with Jaffe Tilchin Wealth Management. Mike delivers custom tailored solutions based on the unique goals and objectives of his clients.
The building blocks that Bob Bray created when he entered the financial services industry in 1984 provided the strong foundation for his dedicated customer base and successful tenure in the business.
Born and raised in Tampa, Rodger attended college at Florida State University graduating with a business degree in 1980.
Ryan Burton
Research Associate, Investment Advisor Representative
Bruce Shindelman has been an Investment Advisor and Portfolio Manager for over 30 years in the Tampa Bay area. Bruce works alongside his clients to create specific investment plans catered to their individual needs. Over the term of...