Our Mission & Values

Scott Horn and Jacquie Weflen Named to 2023 Forbes Best-in-State Wealth Advisors List
Jacquie Weflen Named to Forbes’ Top Women Wealth Advisors Best-in-State Rankings
TFO Phoenix Named As One Of The “Best Places To Work” For Ninth Consecutive Year
Jacquie Weflen Named a Top 2022 Young Professional by The Family Wealth Alliance!
TFO Phoenix named to Financial Planning’s 2022 RIA Leaders List
TFO Phoenix Once Again Named to Financial Advisor Magazine’s RIA Survey and Rankings List
Damon Miller Once Again Named a Barron’s Top Advisor by State
TFO Phoenix Named As One Of The “Best Places To Work” For Eighth Consecutive Year
Jacquie Weflen Named to Forbes’ List of America’s Top Women Wealth Advisors
Damon Miller Named A Barron’s Top Advisor By State

5060 North 40th Street,

Ste. 200

Phoenix, AZ 85018

(602) 466-2611