Renee Koerper

Executive Assistant

  • Why did you join TFO Phoenix?

The people. Everyone was so welcoming and I’ve felt so comfortable from the first interview. TFO was a natural fit for me. I also love that we are a company that supports employee work/life balance.

  • What personal accomplishments are you most proud of?

My two daughters.  Watching them grow up to be such loving, caring girls is incredible.  The things they do amaze me, from playing the piano (definitely not a talent that came from me) to knowing how to use different technologies better than I do.  I am so lucky to be their mom!

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

I love to spend time with my family, watch movies, exercise and read. I like to hike, travel and be outside when the weather is nice. The best way to spend a weekend would be with my girls at Disneyland, one of our favorite places.

  • What are some of your biggest influences?

My mom and my dad.  They have always been supportive of anything and everything I’ve done and they are there for me no matter what.  My mom is so outgoing, fun, caring and has the biggest heart of anyone I know. My dad is more quiet and introspective but just as loving and caring.  They are the perfect balance and are the best parents I could ask for.

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

Be kind to everyone. You don’t know their story or what they are going through. Be grateful and appreciate what you have, things can always be worse. There is no sense in focusing on things you cannot change. Focus on the positive.

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 March 31. 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.