Your TFO Wealth Partners Team

Talented. Integrated. Collaborative. Passionate.
Get to know a little more about your team.

Providing service from knowledgeable professionals who care.
Caring, compassionate, and committed to your purpose.

View All Leadership Team

Nathan_Aloi_web@2x

Nathan Aloi, CFP^®

Family Wealth Adviser

Nick_Bader_web@2x

Nick Bader

Trading and Portfolio Administrator

Amanda_Ballard_web

Amanda Ballard

Strategist Coordinator

Denise_Brock_web@2x

Denise Brock

Executive Assistant to Steven J. Schwartz, CFP®

Anna_Brubaker_web@2x

Anna Brubaker

Family Wealth Associate

Courtney_Buczkowski_web@2x

Courtney Buczkowski

Client Experience Coordinator

Katelin_Budge_web@2x

Katelin Budge

Client Experience Coordinator

Nadiya_Buerk_web

Nadiya Buerk

Client Experience Coordinator

Megan_Cameron_web@2x

Megan Cameron

Family Wealth Strategist | Partner

Bruce_Cartwright_web@2x

Bruce Cartwright, CFP^®

Family Wealth Strategist | Partner

Abbie_Ciucci_web@2x

Abbie Ciucci, CFP^®

Family Wealth Adviser

Zowe_Clark_web@2x

Zowe Clark, IACCP^®

Chief Compliance Officer

Jack_Cordes_web@2x

Jack Cordes, CFP^®

Family Wealth Strategist

Jordan_Crabb_web

Jordan Crabb, CFP^®, CEPA^®

Family Wealth Adviser

Jim_Crawford_web

Jim Crawford

FinTech Operations Specialist

Cleves_Delp_web@2x

Cleves R. Delp, ChFC^®

Founder and Member | Partner

Rachel_DeNolf_web@2x

Rachel DeNolf

Strategist Coordinator

Liz_Digby_web@2x

Elizabeth Digby

Controller

Nikki_Dillon_web@2x

Nikki Dillon

Sr. Client Experience Coordinator | Partner

Jake_Dryfuse_web@2x

Jake Dryfuse

Family Wealth Associate

Jason_Eichenberg_web

Jason Eichenberg

Family Wealth Adviser

Chris_Erblich_web@2x

Christopher E. Erblich

CEO | Partner

Brady_Fineske_web@2x

Brady Fineske, CFP^®

President
Family Wealth Strategist | Partner

Bailey_Floyd_web@2x

Bailey Floyd

Executive Coordinator

Lindsay_Franks_web@2x

Lindsay Franks

Director of Client Operations | Partner

Dave_Hammack_web@2x

David Hammack, CPA/PFS

Referral Partner
Maumee

Katie_Heller_web@2x

Katie Heller

Client Experience Coordinator

Jim_Herrick_web

Jim Herrick, CFP^®

Executive Vice President
Family Wealth Strategist | Partner

Mel_Marks_Hitchen_web@2x

Melanie Marks Hitchen

Wealth Adviser
Winchester

Callie_Trosin_web@2x

Callie Jones

Sr. Client Experience Coordinator

Zak_Kent

Zak Kent

Family Wealth Associate

Joe_Krebs

Joe Krebs

Family Wealth Associate

Chad_Kreilick_web@2x

Chad Kreilick

Sr. Trade & Portfolio Specialist

Chloe_Lockshin_web

Chloe Lockshin

Client Experience Ambassador

Mike_Lynch_web@2x

Mike Lynch, APMA^™

Sr. Compliance and Trading Specialist

Jesse_MacDonald_web@2x

Jesse MacDonald

Chief Marketing Officer | Partner

Jaden_McMullen

Jaden McMullen, CFP^®

Family Wealth Associate

Michael_Miller_web@2x

Michael S. Miller

Family Wealth Adviser

Scott_Morgan_web@2x

Scott Morgan, CRPS^™

Retirement Plan Coordinator

Morgan_Mustafaga_web@2x

Morgan Mustafaga

Strategist Coordinator

Nicole_Neely_web

Nicole Neely

Client Operations Specialist

Katie_Ott_web@2x

Katie Ott

Strategist Coordinator

Kate_Poolman_web@2x

Kate Poolman

Sr. Client Experience Coordinator

Tammy_Rasor_web

Tammy Rasor

Client Experience Ambassador

Luke_Rasor_web

Luke Rasor

Family Wealth Associate

Kristin_Rausch_web@2x

Kristin Rausch

Sr. Family Wealth Associate

Mike_Rinaldi_web

Mike Rinaldi, CRPS^™, AIF^®

Retirement Plan Adviser

Kristie_Roberts_web

Kristie Roberts

Director of Human Resources

RonRubin_web@2x

Ron Rubin, ChFC^®

Referral Partner
New York City

Alissa_Saddoris

Alissa Saddoris

Client Operations Specialist

Michelle_Salsburg_web@2x

Michelle Salsburg

Sr. Family Wealth Associate

Steven_Schwartz_web@2x

Steven J. Schwartz, CFP^®

Director, Houston
Family Wealth Strategist

Matthew_Schwartz_web@2x

Matthew Schwartz, CFP^®

Family Wealth Adviser

Donald_Scott@2x

Donald Scott

Director of Estate Planning
Family Wealth Strategist | Partner

Joanna_Serra_web@2x

Joanna Serra

Assistant to Steven J. Schwartz, CFP®

Ashwini_Sheregar_web

Ashwini Sheregar

Lead FinTech Systems Engineer

Matt_Sheridan_web@2x

Matt Sheridan, CFP^®, CPM

Chief Investment Officer

David_Sherman_web@2x

David Sherman

Managing Director
St. Louis

Sarah_Sherwin_web@2x

Sarah Sherwin

Family Wealth Adviser

Stephanie_Smith_web@2x

Stephanie Smith-Tremoulis, CFP^®

Family Wealth Strategist | Partner

Tad_Sobieszczanski_web@2x

Tad Sobieszczanski, CFP^®

Family Wealth Strategist | Partner

Angelo_Spinazze_web@2x

Angelo Spinazze

Family Wealth Adviser

Nick_Sponseller_web@2x

Nick Sponseller

Director of Financial Planning
Family Wealth Adviser | Partner

Aaron_Swiggum_web@2x

Aaron Swiggum, CPA/PFS, CFE

Referral Partner
Maumee

Didi_Thomason

Didi Thomason

BillPay Specialist

Brian_White_web@2x

Brian White

Graphic Designer

Taylor_Willer_web@2x

Taylor Willer

Client Experience Coordinator

Charlotte_Wilson_web@2x

Charlotte Wilson

Sr. Client Operations Specialist

Mary_Winkle_web

Mary Winkle

Client Operations Specialist

Chris_Winters_web@2x

Chris Winters, CRPS^™

Director of Retirement Plan Services
Retirement Plan Strategist | Partner

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