Ivy Tan

Accounting Associate

  • Why did you join TFO Phoenix?

After interviewing with TFO, I quickly noticed the team collaboration and environment. I knew I wanted to be a part of a growing company that values and cares about their clients. I was really impressed with TFO’s mission to help families achieve their financial goals.

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

I enjoy working individually as well as having the opportunity to collaborate with other team members.

  • What personal accomplishments are you most proud of?

Motherhood has changed my perspective in life. Before I had my 2 kids, my entire life revolved around myself and then in an instant it was about them entirely. However, it has made me a better person in so many ways. It strengthened my Faith that I have the ability to always make good things with God’s guidance.

  • Education and accreditations

BS- Management Accounting
Foundation University, Philippines

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

Spending quality time with my kids. In addition, I also enjoy watching my favorite hallmark and action movies. Also, whenever I feel homesick, I like to cook Filipino dishes that remind me of home.

  • What are some of your biggest influences?

Aside from my parents, my sister has the biggest impact in my life. She is a teacher by profession and has guided me to be the person that I am today. She has always taught me hard work, patience, and perseverance are key to success.

  • What are the most important lessons you’ve learned in life?

The valuable lesson I learned early in life is to not take anything for granted. Life can change in an instant and it’s important to appreciate what you have while you still have it.

Server Maintenance

This weekend we will be performing maintenance on our server. As a result, our team will not have access to their email beginning this Friday evening through tomorrow (Saturday) afternoon. If you have an urgent matter during this time, please contact a member of your engagement team.