Todd Schanel
Principal
Since 2004, Todd has been a principal at Schanel & Associates, where he specializes in financial planning, tax planning and consulting services. He also serves as Founding Principal and Director of Investment Advisory Services at Core Wealth Management, our sister company, where he leads an accomplished professional team offering independent and objective financial advice to help clients achieve their financial goals.
Todd’s previous professional experience includes four years as a consultant with KPMG in Washington DC, where he provided financial analysis, economic modeling and transaction advisory services for clients in the financial services arena. Todd has been a CFA Charterholder since 2005, and in 2007 he earned his Certified Financial Planner® designation and became a licensed CPA. In addition, Todd is Accredited in Business Valuation® (ABV) through the AICPA.
Todd holds an MBA from the Darden Graduate School of Business at the University of Virginia (2003) and a bachelor’s degree in economics with highest honors from the University of North Carolina at Chapel Hill (1997). He is a member of the CFA Society of South Florida and the AICPA. In addition, he is an adjunct professor at Palm Beach Atlantic University’s Rinker School of Business where he teaches Personal Finance to undergraduate finance majors.
Rob Hoffman
Director of Tax Services
Rob is an Enrolled Agent (EA) with over ten years of experience encompassing multiple areas of taxation. Rob focuses mainly on tax planning, consulting, and compliance services for high-net-worth individuals, closely held companies, and their owners.
Rob’s previous professional experience includes working for various national public accounting firms. He has experience working in a variety of industries, including real estate, personal service-related businesses, entertainment, manufacturing & distribution.
He earned a B.S. in Business Administration from West Virginia University.
Rob and his wife, Tori, moved to Florida in 2021 after living in Chicago, IL, for five years. They currently reside in Port St. Lucie, Florida, and enjoy traveling, golfing, going to the beach & playing with their dog Harper in their spare time.
Tija Walkover
Director of Accounting Services
Tija Walkover has worked with Glenn G Schanel, CPA and Associates for over 10 years, and manages the firm’s Business Accounting Services. Ms. Walkover specializes in corporate accounting and payroll tax preparation. She is also a Certified QuickBooks ProAdvisor, and has extensive experience with various accounting software packages. Ms. Walkover holds a degree in Quantitative Management from the University of Florida. Prior to coming to the firm, Ms. Walkover spent 6 years in the commercial lending arena, including 5 years at Flagler National Bank in West Palm Beach, FL where she was a Loan Review Officer.
Nanette Winzell
Tax Advisor Emeritus
Nanette is a CPA and a native Floridian. She has lived in Palm Beach County since 1977, and has been providing financial guidance to clients and the community since she began her career in public accounting in 1987. She joined Schanel & Associates in 2015 where she specializes in tax compliance, tax planning, and consulting services.
Nanette’s previous professional experience includes fifteen years as Controller and Tax Manager for a family office in Palm Beach, as well as ten years as a Tax Manager with two local public accounting firms. She began her career at KPMG in West Palm Beach, Florida.
She earned a B.A. in Business Administration and her Master’s degree in Accountancy from Florida Atlantic University in Boca Raton, Florida. She became a Florida CPA in 1988.
Nanette has been actively involved in the community for the past 25 years. Nanette and her husband, Tim, reside in Palm Beach Gardens, Florida, where they are avid cyclists. They enjoy promoting and participating in cycling and fitness events for charitable causes.
Nanette is retired as of December 15, 2023, but we Nanette will continue to serve as an advisor to our firm and clients on a part time basis.
Cara Booe
Administration
Cara provides administrative support to both our clients and team. Cara grew up in Palm Beach Gardens, FL, where she graduated from Palm Beach Gardens High School. Her previous work experience includes administrative positions at a construction firm and a law firm.
Kyle Yumul
Accountant
Kyle is a Tax Accountant with a Bachelor’s degree in Financial Management from Tarlac State University
and holds a master’s degree in business administration from Philippine Christian University.
Prior to joining our team in early 2024, He worked as a Revenue Officer in the Bureau of Internal Revenue.
He now focuses on Business Tax preparation & tax code mapping.
Rosario Cruz
Accountant
Rosario joined our team in 2022, where she initially began work as our firm’s internal bookkeeper and controller, and soon after began work on client bookkeeping using QBO. She has Bachelors degrees in both Accounting and Accounting Technology. Prior to joining our team, she worked as an Accounting Associate in an Investment, Financing and Brokerage firm.
