The Team

Great companies are made up of diversely talented individuals that work in partnership towards common goals. They are passionate, love coming to work, collaborating, and making a difference to the people they serve. TFO Phoenix is just such a collection of professionals. A team that cares about you.

We enjoy:

  • Discovering what makes our clients tick
  • Collaborating with our clients and teammates
  • Solving problems, and ultimately
  • Being part of your family’s journey

Here are some insights into our team:

Ryan Amy, CPA, CFP<sup>®</sup>

Ryan Amy, CPA, CFP®

Family Wealth Advisor

Profile

David Bloom, CPA

David Bloom, CPA

Family Wealth Strategist

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Emily Bolick, CPA, CFP<sup>®</sup>

Emily Bolick, CPA, CFP®

Family Wealth Strategist

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Janelle Bottlinger, CPA

Janelle Bottlinger, CPA

Family Tax Advisor

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Casey Bowman

Casey Bowman

Family Wealth Advisor

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Chelby Browning

Chelby Browning

Client Service Associate

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Chuck Carroll, CFA, CAIA

Chuck Carroll, CFA, CAIA

Chief Investment Officer

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Anja Chapman

Anja Chapman

Client Service Associate

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Anthony Cino, CPA

Anthony Cino, CPA

Family Tax Strategist

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Billy Cummings

Billy Cummings

Family Wealth Advisor

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Tabitha Daly

Tabitha Daly

Family Wealth Associate

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Tyler Eder

Tyler Eder

Family Tax Advisor

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Chris Erblich, Esq.

Chris Erblich, Esq.

CEO and Chairman

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Jo Flóres

Jo Flóres

Receptionist

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Kayleah Garner, CPA

Kayleah Garner, CPA

Family Tax Advisor

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Brittany Genzale

Brittany Genzale

Chief Operating Officer/Family Wealth Strategist

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Barb Gonzales

Barb Gonzales

Accounting Associate

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Tessa Gruenloh

Tessa Gruenloh

Client Service Associate

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Ellen Harty

Ellen Harty

Operations Associate

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Jill Herbert

Jill Herbert

Investment Operations Manager

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Chris Hess, CFP<sup>®</sup>, CPA/PFS

Chris Hess, CFP®, CPA/PFS

Family Wealth Strategist

Profile

Connor Humphrey, CFP<sup>®</sup>

Connor Humphrey, CFP®

Family Wealth Strategist

Profile

Rick Johnson, CPA

Rick Johnson, CPA

Family Tax Advisor

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Kim Llumiquinga

Kim Llumiquinga

Family Wealth Strategist

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Max Malouff, CPA

Max Malouff, CPA

Family Tax Advisor

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Terry Marks, CPA

Terry Marks, CPA

Family Tax Specialist

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Kobe Mead

Kobe Mead

Family Tax Associate

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Sara Mercer, CPA

Sara Mercer, CPA

Tax Service Associate

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Damon Miller

Damon Miller

Family Wealth Strategist

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Jake Moller, CFP<sup>®</sup>

Jake Moller, CFP®

Family Wealth Advisor

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Celeste Nichols

Celeste Nichols

Executive Assistant

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Zeenat Patel, CPA

Zeenat Patel, CPA

Sr. Accounting Associate

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Jennifer Rathburn

Jennifer Rathburn

Accounting Associate

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Nya Abou Jaoude

Nya Abou Jaoude

Manager of Accounting Services

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Patricia Schwarz

Patricia Schwarz

Chief Compliance Officer

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Donald Scott

Donald Scott

Family Wealth Strategist

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Lucas Severo

Lucas Severo

Family Wealth Associate

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Ivy Tan

Ivy Tan

Accounting Associate

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Shama Thathi

Shama Thathi

Family Wealth Advisor

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Eric Voita, CPWA, CPA/PFS

Eric Voita, CPWA, CPA/PFS

Director of Tax Strategy

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Jacquie Weflen, CPA

Jacquie Weflen, CPA

Family Wealth Strategist

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Renee Wentz

Renee Wentz

Executive Assistant

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Spencer Wright, CPA

Spencer Wright, CPA

Family Tax Strategist

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