Casey Bowman

Family Wealth Advisor

  • Why did you join TFO Phoenix?

I joined TFO Phoenix because I believe in the firm’s mission of Connecting Wealth and Purpose® to help clients reach whatever their goals may be. Focusing our clients on their individual purpose helps them to stay focused on what is really important in their own lives.

  • What excites you most about your work?

I love the depth of the relationships that we build with clients. TFO Phoenix is much more than just a wealth management firm. We strive to build relationships with our clients that go beyond just finances.

  • What do you enjoy most about your role at TFO Phoenix?

I enjoy getting to know clients and working towards building relationships that go beyond just investments.

  • Why should families connect wealth and purpose?

Families should connect wealth and purpose to help them meet their financial goals. It is important to combine wealth and purpose because understanding your purpose helps keep you on track to meet your financial goals.

  • Education and accreditations

Series 65 license
-B.S., Finance, University of Arizona

  • What do you like to do outside of work? What’s your favorite way to spend a weekend?

On weekends I love to stay active. On a typical weekend, I will spend most of my time hiking and playing basketball.

Colleague work-from-home policy

03/16/2020 - 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 to help clients through these unusual times. To that end, TFO Phoenix will be implementing a work-from-home policy until at least April 10th. Over the past several years TFO Phoenix has invested heavily in technology and processes designed to allow our people to serve clients effectively no matter where we are located. This will continue to provide our people with full access to all of our firm's human and technological resources while they are working from home. As a result, we fully expect to serve our clients seamlessly during this period. If you have any questions about this policy, please do not hesitate to call or email your TFO team directly.