Who We Are


The Troncoso Group, headquartered in Tampa, Florida, is an Investment Management and Insurance Services Advisory firm that is focused on helping our clients achieve prosperity and peace of mind throughout their life journey. Our firm has assembled a uniquely talented and seasoned team of more than 55 professionals, each of whom bring specialized skills and is passionately invested in our clients futures. We seek to align our interests and goals with our clients through thoughtful and unbiased guidance. When we succeed our clients succeed.

Who We Serve


We provide Investment Services to over 800 private clients that include individuals, institutions, and corporations across 39 states and Canada. Our Risk Management and Insurance Services Division serves over 5,000 personal and corporate clients across 27 states.

  • High-Net-Worth Individuals
  • Medical Professionals
  • Athletes
  • Executives
  • Entrepreneurs

Our Experienced Professional

Have Helped People Just Like You!

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.

Services We Offer:

  • Wealth Management
  • Retirement Planning
  • Financial Planning
  • Investment Planning
  • Estate Planning
  • Education Planning
  • Tax Planning

Meet the Team

THE TRONCOSO GROUP

John TroncosoJohn Troncoso

John Troncoso

Senior Advisor
John is a Senior Advisor on our team and a main point of contact for clients. Scott, Matt, and John lead our team in making the most suitable recommendations based on each individual's financial goals. John holds the following designations: Certified Financial Planner® (CFP), Chartered Retirement Planning Counselor® (CRPC), Certified Private Wealth Advisor® (CPWA), FCEE Board of Directors, and John’s Hopkins All Children's Hospital Board Member.
Scott Jaffe-imageImage

Scott Jaffe

DIRECTOR OF INVESTMENT MANAGEMENT & LEAD ADVISOR
Scott is our Director of Investment Management and Lead Advisor. He has 34 years of industry experience and began his partnership with John in 2016, 11 years after starting Jaffe Tilchin with long-time friend and business partner, Lou Tilchin.
Matt Rush-imageImage

Matt Rush

FINANCIAL ADVISOR
As a Financial Advisor, Matt specializes in financial planning and business operations. He interacts with clients daily and collaborates with John on the next course of action. Matt can assist with any questions on your account, your financial plan, or the market.
Grace PellegrinoImage

Grace Pellegrino

Financial Advisor Assistant & Operations Lead
Grace serves as the Operations Lead for The Troncoso Group. She is responsible for managing client interactions to guarantee their needs are fully addressed, ensuring the seamless execution of all operational activities.
Allison-imageImage

Allison Roper

REGISTERED CLIENT SERVICE ASSOCIATE
Allison is our Registered Client Service Associate. She handles our day-to-day trading and client servicing and plays a critical role in the success of our operations.

Purpose and Core Values


Our Purpose

We will provide a disciplined approach in growing, preserving and protecting wealth while managing risk through designed customer driven and tailored solutions which will contribute to the financial well-being of our clients.

Core Values

  • EARN TRUST
  • BE DISCIPLINIED
  • PROVIDE PEACE OF MIND
  • ACCOMMODATE CHANGE
  • PRACTICE WHAT WE PREACH

What Should Our Core Values Mean To You?

EARN TRUST: We are Fiduciaries. Your interest will always come first and every decision we make will have a positive impact on you. We have a duty to operate our firm on a covenant of good faith. Our sincere intentions and behaviors will always aim to contribute to a positive outcome for you, your family, and your beneficiaries.

BE DISCIPLINED: The investment model and methods that we adhere to are flexible and fundamentally sound strategies that will work to meet your investment goals and minimize risk. We understand that no approach is 100% guaranteed to produce positive results during all market conditions, but we are committed to our approach and the data that drives our recommendations for your specific needs.

PROVIDE PEACE OF MIND: We will provide insurance and risk management options that contributes to the peace of mind that comes with protecting your loved ones long into the future. We understand that insurance helps provide forms of security, so you achieve another layer of financial well-being.

ACCOMMODATE CHANGE: Everyone needs a roadmap for finding a successful financial future and our approach to accommodate the transitions of your life are just part of what we do. We recognize that even the most carefully made plans can go awry. Regular communication is paramount in adapting your retirement and financial planning to ensure harmony and passage from stage to stage of your life

PRACTICE WHAT WE PREACH. We recognize that our team is our most important asset. We invest time and treasure in them so they will provide our clients with a world class client experience.

Lou Tilchin
Lou Tilchin
Managing Partner
Scott Jaffe
Scott Jaffe
Director of Investment Management, Partner
John Troncoso
John Troncoso
Investment Advisor Representative, Partner
Brett Witkowski
Brett Witkowski
Investment Advisor Representative, Partner
Scott Jones
M. Scott Jones
Chief Compliance Officer, Registered Principal, Partner
Marc Ardizzone
Marc Ardizzone
Director of Operations, Investment Advisor Representative, Partner
Victor J. Mandia
Victor J. Mandia
Director of Insurance, Partner
Michael DeGenova
Michael DeGenova
Senior Financial Advisor, Partner
Kyle Wright
Kyle Wright
Investment Advisor Representative, Partner
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Darren Turner
Investment Advisor Representative
Deborah Rosenthal
Deborah Rosenthal
Investment Advisor Representative
Fazal Dasankop
Fazal Dasankop
Investment Advisor Representative
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Omar Rahman
Administrative Executive
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David Pearlman
Investment Advisor Representative, Partner
Richard Happle
Richard Happle
Investment Advisor Representative
Sophia Goode
Sophia Goode
Investment Advisor Representative
Bob Bray
Bob Bray
Investment Advisor Representative
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Larry Rowe
Investment Advisor Representative
Rodger Elgar
Rodger Elgar
Investment Advisor Representative
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Don Rhomberg
Investment Advisor Representative
Allison Roper
Allison Roper
Client Service Associate
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Ryan Burton
Research Associate, Investment Advisor Representative
Garrett Walker
Garrett Walker
Operations Manager
Matthew Rush
Matthew Rush
Investment Advisor Representative
Betsy Mulero
Betsy Mulero
Administrative Assistant
Bruce Shindelman
Bruce Shindelman
Investment Advisor Representative

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.