Brittany Genzale Promoted to Chief Operating Officer (COO)

TFO Phoenix is thrilled to announce the promotion of Brittany Genzale to Chief Operating Officer (COO). In addition to her new duties as COO, Brittany will continue in her current role of serving client families as a...

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CARES Act – Highlights for Small Businesses – Part 2

Dear Friends, This is the second of a two part communication regarding the major provisions included in the CARES Act that affect small businesses.  The first focused on items 1 and 2 below and can be found on...

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Coronavirus Aid, Relief, and Economic Security Act (CARES Act) – Highlights for Small Businesses

Dear Friends, We are certainly not the first to tell you, nor will we likely be the last.  The secret is out!  The CARES Act has been signed into law.  While you have no doubt been inundated with...

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Scott Horn Once Again Named a Top 5 Arizona Advisor by Barron’s Magazine

TFO Phoenix President Scott Horn has once again been named among the top 5 advisors in Arizona by Barron’s Magazine’s 2020 Top Advisor Rankings by State. Check out the full list of rankings.

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Colleague work-from-home policy

Two of our core values at TFO Phoenix are "Care" and "Do The Right Thing". One of the best ways we can live those values today is to keep our team safe and healthy so we can continue...

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The SECURE Act Highlights

On December 20th, President Trump signed the SECURE Act (Setting Every Community Up for Retirement Enhancement) which is being described as one of the most sweeping retirement security legislation to move through Congress in decades. Now that...

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