Meet The Team

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

Benjamin Tobias CFP®, CPA/PFS, CIMA®, president of Tobias Financial Advisors, is originally from the New York City area and has lived and worked in South Florida since 1975. Professional and trade organization memberships include the Financial Planning Association, The Investment Management Consultants Association, The National Association of Personal Financial Advisors, American Institute of Certified Public Accountants, The National Independent Financial Advisors Panel, and The Aegis Study Group. Mr. Tobias has also been a member of the TD Ameritrade Institutional Advisor Panel for 2005-2011. Click here to read Ben Tobias' full biography.

Barbara Tobias, Client Relations Manager, is an integral part of the team at Tobias Financial Advisors. Barbara received her Bachelor of Arts in Education from the University of Florida in 1975, with high honors, and has taught in both Miami-Dade and Broward counties public schools where she excelled in teaching math to fourth and fifth graders. Click here to read Barbara Tobias' full biography.

Matthew Saneholtz CFA, CFP®, Financial Advisor, has a wide range of duties at Tobias Financial Advisors which include delivering the various aspects of financial planning and investment advisory services to our broad client base. Matthew joined Tobias Financial Advisors in 2005 and works on all areas of wealth management for TFA clients. Prior to joining Tobias Financial Advisors, Matthew began his career as an equity trader. Click here to read Matthew Saneholtz's full biography.

Daniel Tobias, Business Transition Officer, may best be known as our resident world traveller, he comes to us with a wide array of technological skills that can be utilized in every part of this office. Danny has taken the lead on analyzing many of our internal processes and procedures and is working with new software platforms to enable us to better serve our clients.  His years as an IBM Business Consultant are serving Tobias Financial Advisors rather well.  Click here to read Daniel Tobias' full biography.

Peggy & Deanna, Peggy Curtis & Deanna Sachs, our administrative assistants, will always greet you with a smile, seeking to make certain you feel comfortable. Consistent, excellent customer service are their primary goals!  Click here to read Peggy & Deanna's full biography.