Robert Williams

Family Tax Advisor

  • Why did you join TFO Phoenix?

I joined TFO to be part of a team that is focused on helping families achieve their goals, while promoting professional growth.

  • What most excites you about your work?

The opportunity to learn something new every day while helping families achieve their goals.

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

I enjoy working to solve our clients often complex tax issues. It challenges me to think critically and creatively. I enjoy that every day is different but thegoal is always the same, to do what is best for our clients and our colleagues.

  • What personal accomplishments are you most proud of?

Being a father to my three incredible children and husband to the most supportive wife a man could ever have.

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

Spending time with my family, traveling to different places and staying active.

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.