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 culture that celebrates each colleague’s unique attributes, fosters teamwork, and embraces our core values. Our culture continues to create opportunities for our professionals and we now celebrate expanding our leadership team.
TFO Phoenix is excited to announce the promotion of five new partners:
- Brittany Genzale – Chief Operating Officer & Family Wealth Strategist
- Chris Hess – Family Wealth Strategist
- Mason Longstreth – Director of Tax
- Donald Scott – Family Wealth Strategist
- Jacquie Weflen – Family Wealth Strategist
These partners join Scott Horn, Chuck Carroll, and Damon Miller who were designated as partners by our ownership team at the time of our firm’s inception in 2011. Our group of partners has distinguished themselves as great leaders who are focused on our mission of helping our client families connect their wealth and purpose. Their enthusiasm, expertise, and commitment to strive to be more for our clients exemplify what we believe makes TFO Phoenix great.
Please join us in congratulating Brittany, Chris, Mason, Donald, and Jacquie, as they join our partnership group.