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

Profile

Emily Bolick, CPA, CFP<sup>®</sup>

Emily Bolick, CPA, CFP®

Family Wealth Strategist

Profile

Janelle Bottlinger

Janelle Bottlinger

Family Tax Advisor

Profile

Casey Bowman

Casey Bowman

Family Wealth Associate

Profile

Chuck Carroll, CFA, CAIA

Chuck Carroll, CFA, CAIA

Chief Investment Officer

Profile

Anja Chapman

Anja Chapman

Client Service Associate

Profile

Anthony Cino, CPA

Anthony Cino, CPA

Family Tax Strategist

Profile

Nicole Doetsch

Nicole Doetsch

Strategic Initiatives Manager

Profile

Chris Erblich, Esq.

Chris Erblich, Esq.

CEO and Chairman

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Kayleah Garner, CPA

Kayleah Garner, CPA

Family Tax Advisor

Profile

Brittany Genzale

Brittany Genzale

Family Wealth Strategist

Profile

Barb Gonzales

Barb Gonzales

Accounting Associate

Profile

Ellen Harty

Ellen Harty

Operations Associate

Profile

Jill Herbert

Jill Herbert

Investment Operations Manager

Profile

Chris Hess, CFP®, CPA/PFS

Chris Hess, CFP®, CPA/PFS

Family Wealth Strategist

Profile

Jacob Holguin

Jacob Holguin

Family Wealth Associate

Profile

Connor Humphrey, CFP<sup>®</sup>

Connor Humphrey, CFP®

Family Wealth Strategist

Profile

Renee Koerper

Renee Koerper

Executive Assistant

Profile

Kim Llumiquinga

Kim Llumiquinga

Family Wealth Strategist

Profile

Max Malouff, CPA

Max Malouff, CPA

Family Tax Advisor

Profile

Sara Mercer, CPA

Sara Mercer, CPA

Tax Service Associate

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Damon Miller

Damon Miller

Family Wealth Strategist

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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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Mark Rizvi

Mark Rizvi

Family Wealth Associate

Profile

Patricia Schwarz

Patricia Schwarz

Chief Compliance Officer

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Donald Scott

Donald Scott

Family Wealth Strategist

Profile

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

Profile

Robert Williams

Robert Williams

Family Tax Advisor

Profile