Nicole Doetsch

Strategic Initiatives Manager

  • What path led you to wealth management?

I have been interested in how money works since I was young. My favorite game growing up was Monopoly. I would make my friends play “banker” with me using the fake money from Monopoly as well.

  • Why did you join TFO Phoenix?

I could tell during my first visit to TFO Phoenix they were different than other wealth management firms. Everyone was laughing, truly enjoying being with each other. I knew then that I had to become part of this team.

  • What has been your most rewarding career experience?

Earning my M.B.A at the ripe old age of 43. Since my bachelor degree was in Social Work, I sometimes felt I was missing pieces of the finance puzzle. I was able to deepen my understanding of finance and business management which has helped me in my career. I also met some new lifelong friends!

  • What personal accomplishments are you most proud of?

I am most proud of the person my daughter has become. It is such a feeling of joy to watch the little girl you raised transform into a thoughtful, loving and responsible adult.

  • Education and accreditations?

Masters of Business Administration, Benedictine University
B.S, Social Work, Arizona State University

Series 7 and 63 licenses

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

I love anything that involves water, snorkeling, kayaking, stand-up paddle boarding. My husband and I love to hike and play tennis on the weekends along with biking to our favorite restaurants.

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

“People will forget what you said, people will forget what you did, but people will never forget how you made them feel.” – Maya Angelou

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.