Shama Thathi

Family Wealth Advisor

  • What most excites you about your work? 

I get to advocate for and build long-lasting relationships with my clients while helping them achieve their financial goals.

  • Education and accreditations

Boston University, B.S. Finance and Accounting
University of Arizona – James E. Rogers College of Law, J.D.
Series 65 license

  • What has been your most rewarding career experience? 

Neither of my parents had the opportunity to attend college, so one of my career objectives was to expand our family businesses using the knowledge I attained through higher education.  After college and during law school, I helped manage my family’s businesses – several gas stations and convenience stores.

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

I get to be a part of a team that really cares about its clients and colleagues.

  • What personal accomplishments are you most proud of? 

My viewpoints, not just as a woman of color, but as a bicultural daughter of immigrants, with my hands-on experiences in managing family businesses, have given me a unique perspective in pursuing my goals.

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

In my free time, I enjoy spending quality time with my family and friends. I also love to travel, explore new cultures and cuisines, and be outdoors.

  • What are some of your biggest influences?

My parents. Growing up as a first generation American of Indian descent, I did not comprehend the difficult decisions my parents made to create opportunities for our family. They arrived in the U.S. at young ages, and although they were unfamiliar with the language, they worked hard to take advantage of the opportunities they found here. My parents became entrepreneurs and found success owning small businesses in Arizona.

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

Diversity of thought and life experiences is paramount in every profession. Unique perspectives cause teams to solve problems more efficiently and creatively.