Meet the Team
Michael Moffa heads a team of professionals who deliver a broad array of cash and wealth management services to corporate and private clients.
Mr. Moffa has worked in wealth management for 19 years and is widely acknowledged for his investment acumen. He began his career in 2004 as an advisor with Ameriprise Financial. In 2010, he and his team became affiliated with LPL Financial and launched the foundation for Prosperity Wealth Advisors, Inc.
Mr. Moffa is a Forbes brand contributor and has received the honor of being a Central Florida Premier Financial Advisor as seen in the Wall Street Journal. Michael is an Accredited Investment Fiduciary AIF®, an Accredited Wealth Management Advisor AWMA®, a Chartered Retirement Planning Counselor CRPC®, and a Certified Exit Planning Advisor CEPA®.
He has been invited to speak at conferences sponsored by various industry groups, including the Society for Financial Awareness, First Trust, Rochdale Investment Management and BlackRock.
Michael and his wife, Chelsea, along with their three children, are actively involved in the Tampa Bay community.
Michael Moffa, AIF®, AWMA®, CRPC®, CEPA® | President
Dina Capitano | Office Manager
As the Office Manager, Dina provides support to clients and advisors. Dina has 11 years of experience in the financial industry and 15 years prior as an educator. With over 14 years of experience as an executive assistant and office manager and a track record of strong performance in high-volume environments, Dina skillfully manages administrative duties and client relations for her colleagues. Dina, a fourth generation Tampa native, is a proud mother to her son, Nicholas, and sweet chihuahua, Tio Pepe. Away from the office, Dina enjoys spending time with her son, cooking, and the occasional tennis game.
Callie Koenig | Director of Marketing
Callie Koenig is the Director of Sales and Marketing at Prosperity Tax Advisors. In this role, she oversees all aspects of our marketing and sales initiatives.
Callie's professional background includes 7 years of marketing management experience with a Medical Revenue Agency and a year of marketing and event coordination for an IT Services Company, before joining our team. She is a die hard Kentucky Wildcats fan, having received dual Bachelor of Science degrees in Marketing and Management through the Gatton College of Business at the University of Kentucky.
With a keen eye for detail, Callie is a master at identifying and capitalizing on opportunities that lead to profitable growth. She has helped create strategies for Prosperity Tax Advisors which have resulted in increased profits and recognition from prospects, clients, and nationally recognized organizations.
When she isn't dominating the world, Callie enjoys capitalizing on travel experiences, high-end shopping, and is a sniper on the golf course.