Casey Bowman

Wealth Advisor

  • Why did you join TFO Phoenix?

I joined TFO Phoenix because I believe in the firm’s mission of Connecting Wealth and Purpose® to help clients reach whatever their goals may be. Focusing our clients on their individual purpose helps them to stay focused on what is really important in their own lives.

  • What excites you most about your work?

I love the depth of the relationships that we build with clients. TFO Phoenix is much more than just a wealth management firm. We strive to build relationships with our clients that go beyond just finances.

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

I enjoy getting to know clients and working towards building relationships that go beyond just investments.

  • Why should families connect wealth and purpose?

Families should connect wealth and purpose to help them meet their financial goals. It is important to combine wealth and purpose because understanding your purpose helps keep you on track to meet your financial goals.

  • Education and accreditations

Series 65 license
-B.S., Finance, University of Arizona

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

On weekends I love to stay active. On a typical weekend, I will spend most of my time hiking and playing basketball.