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