It’s Your Money. . .Who Decides How Your Charitable $$ will be Spent?

Close up View of Hand Writing A Donation Check
It’s Your Money. . .Who Decides How Your Charitable $$ will be Spent? When you give $100 to your favorite charity, you are probably not overly concerned about how your donation is spent, as long as...

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New Partners Announced at TFO Phoenix

Over the past 10 years, we have been committed to providing our client families with exceptional service and care while helping them connect their wealth and purpose. To help fulfill that promise, our talented team has built a...

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Two TFO Phoenix Team Members Have Been Named to the 2022 Forbes Best in State Wealth Advisors List

We are excited to announce that two TFO Phoenix team members have been named to the 2022 Forbes Best in State Wealth Advisors list. Scott Horn, TFO Phoenix President, was ranked 4th in Arizona, and Jacquie Weflen, Family...

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Welcome Jim and Brian

TFO Phoenix would like to welcome Jim Tegeler as Family Wealth Strategist and Brian Poe as Family Wealth Strategist to the team. We look forward to them helping TFO Phoenix deliver on its mission of empowering families to...

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Welcome Mei and Zach

TFO Phoenix would like to welcome Mei Barlow as Family Wealth Advisor and Zach Grant as Family Wealth Advisor to the team. We look forward to them helping TFO Phoenix deliver on its mission of empowering families to...

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Damon Miller Recognized as a Top Advisor by Barron’s Magazine

We are delighted to let you know that for the second consecutive year, Damon Miller has been named to the Top Advisor Ranking By State list by Barron's. We love when our people are recognized and we...

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