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:

Leadership Team

Chuck Carroll, CFA, CAIA

Chief Investment Officer

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Damon Miller

Senior Wealth Advisor

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Client Advisory Team

David Bloom, CPA

Senior Wealth Advisor

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Anthony Cino, CPA

Senior Wealth Advisor

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Brittany Genzale

Senior Wealth Advisor

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Chris Hess, CFP®, CPA/PFS

Senior Wealth Advisor

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Connor Humphrey, CFP®

Senior Wealth Advisor

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Kim Llumiquinga

Senior Wealth Advisor

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Donald Scott

Senior Wealth Advisor

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Jacquie Weflen, CPA

Senior Wealth Advisor

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Ryan Amy, CPA

Wealth Advisor

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Casey Bowman

Wealth Advisor

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Kayleah Garner, CPA

Wealth Advisor

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Max Malouff, CPA

Wealth Advisor

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Sara Mercer, CPA

Wealth Advisor

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Client Care Team

Anja Chapman

Client Service Associate

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Nicole Doetsch

Strategic Initiatives Manager

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Barb Gonzales

Accounting Associate

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Ellen Harty

Operations Associate

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Jill Herbert

Investment Operations Manager

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Renee Koerper

Executive Assistant

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Celeste Nichols

Executive Assistant

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Zeenat Patel, CPA

Senior Accountant

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Patricia Schwarz

Chief Compliance Officer

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