Jacquie Weflen, CPA

Senior Wealth Advisor

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  • What path led you to wealth management?

I’ve always been interested in finance. As a little girl, I would help my Mom with the financial records and preparation of the deposits for my father’s business. In college, I studied accounting and finance and when I began searching for a career, I wanted to find a path that would allow me to interact with clients and have the ability to make a difference in their lives.

  • What has been your most rewarding career experience?

It would have to be helping one my clients gain knowledge and comfort about their financial situation. They moved to us from an advisor with whom they lacked trust. They were filled with fear and uncertainty about what their financial future might entail. We’ve helped them understand their own situation, build their financial knowledge and create a plan for the future, so they may feel much more relaxed and can enjoy their wealth rather than living in fear.

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

Getting to know and forming trusted relationships with my clients and their families. I also enjoy educating younger generations on financial topics. I think there is a huge need for improved financial knowledge among children and young adults. It’s rewarding to help fill this gap.

  • What personal accomplishments are you most proud of?

The most challenging and rewarding accomplishment I’ve experienced in my personal life has been surviving the first year of motherhood. I know it sounds silly, but it has truly changed my life in so many ways. I’m sure I’ve learned more over the past year than in all the other years of my life combined.

  • Education and accreditations

Certified Public Accountant (CPA)
Series 65 license
B.S., Finance and Accounting, Arizona State University

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

I love spending time with my family (I have a husband, son and two Whippets). I also enjoy hot yoga, travel, cooking and trying new restaurants. I’m a bit of a foodie. An ideal weekend involves no agenda, lots of play with my son, cooking, throwing the ball for the dogs and taking walks around our neighborhood. I can be somewhat of a homebody so I really enjoy being home with my family.

  • What are some of your biggest influences?

This is a tough one for me, because there are many. My Dad, because of the hard work and dedication he has put into owning and running his own business for the last 30 years. My Mom, because of the mother she is and the compassion and unconditional love she has for her children. She’s definitely my role model now that I am a mother.

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

Be honest, even when it’s hard to be. If you own up to your mistakes, people are more willing to forgive you, even if it takes time.