Experience

TFO Family Office Partners

• United States
• Financial Services
• 1 - 100 Employee

• President

  • Nov 2011 - Present

  Phoenix, Arizona, United States The true value of your wealth isn’t what’s shown on a statement. It’s about empowering you toward your specific purpose. That’s how TFO Family Office Partners can help. Wealth shouldn’t feel stressful and complex. We’ve designed your family office experience to give you a sense of: • Care • Vision • Confidence • Freedom A true family office experience is more than just a collection of knowledgeable professionals. It requires a team that works in concert to… Show more The true value of your wealth isn’t what’s shown on a statement. It’s about empowering you toward your specific purpose. That’s how TFO Family Office Partners can help. Wealth shouldn’t feel stressful and complex. We’ve designed your family office experience to give you a sense of: • Care • Vision • Confidence • Freedom A true family office experience is more than just a collection of knowledgeable professionals. It requires a team that works in concert to provide the experience your family deserves across a wide range of services: • Wealth Planning and Family Office Services • Investment Advisory Services • Tax Consulting and Compliance • Estate and Wealth Transfer Planning • Family Governance • Accounting and Bill Pay • Philanthropic Planning and Activities • Family Life Skills Show less



GenSpring

• Financial Services
• 1 - 100 Employee

• Director

  • Jan 2008 - Nov 2011



Inlign Wealth Management

• Financial Services

• Director of Client Experience

  • Jun 2002 - Dec 2007



Arthur Andersen & Co.

• Accounting
• 1 - 100 Employee

• Senior Tax Manager

  • Sep 1991 - Jun 2002

  Phoenix, Arizona Area