Makke Financial Advisory Group

Todd Macke is a CFP® with 28 years of industry experience, serving as an advisor at Macke Financial Advisory Group since 1996. He holds the Series 63 designation and operates out of Fort Myers, Florida. Macke Financial Advisory Group provides comprehensive financial planning, investment management, pension consulting, and variable annuity sub-allocation services to individuals, trusts, estates, and retirement plans. The firm combines fundamental, technical, and cyclical analysis in portfolio construction and offers a bundled family office program with lifestyle and concierge cash management support for clients.

Kevin Jordan is a CFP® with five years of industry experience, currently serving as a financial advisor at Macke Financial Advisory Group since 2019. Prior to joining Macke, he worked at Herc Rentals and Bishop Verot High School. Macke Financial Advisory Group provides comprehensive financial planning and investment management services to individuals, trusts, estates, and retirement plans, including a bundled family office program offering lifestyle and cash management support. The firm employs a combination of fundamental, technical, and cyclical analysis across various asset classes and is noted for its willingness to recommend less common investment solutions with transparent disclosure.

Joseph Pendenza is a Series 65-licensed advisor at Macke Financial Advisory Group in Fort Myers, FL, with approximately one year of experience at the firm. His prior work experience includes five years with the Florida Everblades and time with the Milwaukee Admirals and Cleveland Monsters. Outside of financial advising, he worked briefly at Stan's Coffee. Macke Financial Advisory Group serves individuals, high-net-worth clients, trusts and estates, and pension plans, offering discretionary and non-discretionary investment management alongside financial planning and pension consulting. The firm employs a two-advisor support model and utilizes a range of strategies, including the use of derivatives, securities-based loans, and selective short-term trading, alongside its comprehensive portfolio management services.