Exciting TFO News!
March 18, 2019
With 2019 underway, I thought this would be an opportune time to provide you with a short update on some exciting recent events at TFO Phoenix:
Your Team Is Deeper
As we continue to serve more families, we know it is critical to continue to deliver the personalized service that we believe you have come to expect from us. Over the past two months, we have been excited to welcome some new talent to our TFO family:
Janelle Bottlinger, Family Tax Advisor
Jake Holguin, Family Wealth Associate
Mark Rizvi, Family Wealth Associate
Ivy Tan, Accounting Associate
Robert Williams, Family Tax Advisor
Our Tax Practice Has a New Leader
Please join me in congratulating Mason Longstreth on recently being named TFO’s Director of Tax. Mason joined TFO shortly after its inception in 2011 and had worked together with many of TFO’s senior professionals for years prior to TFO’s formation. Eric Voita, who had previously served as our Director of Tax, will be taking on a new role as the firm’s Director of Tax Strategy.
Our Leadership Team is Stronger
As TFO has continued to grow, we have recognized the importance of broadening our leadership team and recognizing the contributions of a number of TFO’s senior professionals. Please join me in congratulating the following individuals recently named to TFO’s Executive Committee:
Chris Hess, Family Wealth Strategist
Mason Longstreth, Director of Tax
Donald Scott, Family Wealth Strategist
Jacquie Weflen, Family Wealth Strategist
We remain one of the “Best Places to Work” in Phoenix
In late 2018, the Phoenix Business Journal recognized TFO on its “Best Places to Work” list for the fifth straight year. We are honored to be recognized once again for our commitment to providing a challenging, rewarding and, most importantly, fun environment for our team members. Please see important disclosures here: https://tfophoenix.com/important-disclosures/
National recognition in Barron’s Magazine
Earlier this week, I was recognized by Barron’s Magazine as the #2 ranked financial advisor in the state of Arizona for 2019. TFO serves clients with a team-based approach, not an advisor-centric model, and thus this achievement is really a reflection of our team as a whole, not solely me as an individual.1
These events and awards are only possible if you, our clients, place trust in us every day. For 7+ years, we have pushed forward on our mission of empowering families to succeed by Connecting Wealth and Purpose®. You have our commitment to continue in that effort for the years to come.
TFO Phoenix, Inc. is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.
1. Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated adviser does not ensure that a client will experience a higher level of performance or results. Rankings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Rankings are based on data provided by over 4,000 advisors. Advisors who wish to be ranked fill out a 102-question survey about their practice. Barron’s verifies that data with the advisors’ firms and with regulatory databases and then they apply their rankings formula to the data to generate a ranking. Factors included in the rankings: assets under management as of 09/30/18, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.