About Us
I believe in empowering my clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, I will work with you to create a strategy that works for you.
Meet Our Team
Mike Neff, CFP, CPWA
First Vice President - InvestmentsFinancial Advisor
I graduated from the University of Florida in 1998 with a Bachelor of Science in Business Administration. Continuing my education, I earned the CERTIFIED FINANCIAL PLANNER™ certification in 2011 and Certified Private Wealth Advisor® designation in 2020.
A bay area resident for over 40 years, I live in Tampa with my wife Rene`, our son, and twin daughters. Rene` is the founder and owner of a boutique in Tampa's Hyde Park Village. We are active volunteers for the Humane Society of Tampa Bay, where I serve on planned giving council. I am also a member of the Tampa Bay Estate Planning Council.
Away from the office I enjoy traveling with family and friends, reading, fishing, and Gators football.
Goska Pelletier
Senior Registered Client AssociateAs a Senior Registered Client Associate at Wells Fargo Advisors, Goska’s primary responsibility is providing operational and administrative support in building and maintaining client relationships.
Goska has 13 years of service at Wells Fargo Advisors, and she has been in the financial services industry for 14 years.
Away from the office
Goska lives in the Tampa Bay area with her husband and two kids. She loves traveling to Europe, especially her native Poland.