Jacquie Weflen, CPA

Senior Wealth Advisor

  • What path led you to wealth management?

I’ve always been interested in finance. When I was young, I would often help my Mom with the financial records for my father’s business. After studying accounting and finance in college, I wanted to find a career that would allow me to interact with people and have the ability to make a difference in their lives.

  • What has been your most rewarding career experience?

Helping my clients become knowledgeable and comfortable with their financial situation. I am happy to help clients who are fearful and uncertain about their financial future. We’ve helped them to gain a better understanding of their situation, build their financial knowledge and create a plan for their future. My goal is to help them feel relaxed and comfortable knowing they are on track with their goals and they can focus on the things in life that truly matter to them.

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

Forming trusted relationships with my clients, their families and my TFO colleagues. I find great joy in helping families simplify their financial lives to give them the freedom to focus on the things that really matter to them and removing the burdens of finance that some people feel.

I also have a passion for educating younger people on financial topics. I think there is a huge need for better financial knowledge among children and young adults. It’s rewarding to help fill this gap.

  • What personal accomplishments are you most proud of?

I am so proud to be the mother of two amazing children. Jude and Ivy fill my life with a sense of purpose I never thought possible. Not every day is glamorous with two young kids, but there is not a day that goes by that I am not thankful for the role they have given me. They challenge me daily to be the best person I can be.

  • Education and accreditations

Certified Public Accountant (CPA)
Series 65 license
B.S., Finance and Accounting, Arizona State University

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

Outside of work, you will find me spending quality time with my husband, two children and two Whippets. I realize the years where the kids want to spend time with us are numbered so I am trying to soak them up now as much as possible. We spend lots of time at the zoo and parks and try to make it to the beach as much as possible. Outside of family time, I love trying new local restaurants, hot yoga or taking a run around our neighborhood.

  • What are some of your biggest influences?

This is a tough one for me, because there are many. My Dad, because of the hard work and dedication he has put into owning and running his own business for the last 30 years. My Mom, because of the mother she is and the compassion and unconditional love she has for her children. She’s definitely my role model now that I am a mother.

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

Walk your own path and do not allow others’ goals and dreams to influence your own vision for life.