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, TFO Wealth Partners

Nathan Aloi, CFP^®

Family Wealth Adviser

Nick Bader, TFO Wealth Partners

Nick Bader

Trading and Portfolio Administrator

Amanda Ballard, TFO Wealth Partners

Amanda Ballard

Strategist Coordinator

Denise Brock, TFO Wealth Partners

Denise Brock

Executive Assistant to Steven J. Schwartz, CFP®

Anna Brubaker, TFO Wealth Partners

Anna Brubaker

Family Wealth Associate

Courtney Buczkowski, TFO Wealth Partners

Courtney Buczkowski

Client Experience Coordinator

Katelin Budge, TFO Wealth Partners

Katelin Budge

Client Experience Coordinator

Nadiya Buerk, TFO Wealth Partners

Nadiya Buerk

Client Experience Coordinator

Megan Cameron, TFO Wealth Partners

Megan Cameron

Family Wealth Strategist | Partner

Bruce Cartwright, TFO Wealth Partners

Bruce Cartwright, CFP^®

Family Wealth Strategist | Partner

Abbie Ciucci, TFO Wealth Partners

Abbie Ciucci, CFP^®

Family Wealth Adviser

Zowe Clark, TFO Wealth Partners

Zowe Clark, IACCP^®

Chief Compliance Officer

Jack Cordes, TFO Wealth Partners

Jack Cordes, CFP^®

Family Wealth Strategist

Jordan Crabb, TFO Wealth Partners

Jordan Crabb, CFP^®, CEPA^®

Family Wealth Adviser

Jim Crawford, TFO Wealth Partners

Jim Crawford

FinTech Operations Specialist

Cleves Delp, TFO Wealth Partners

Cleves R. Delp, ChFC^®

Founder and Member | Partner

Rachel DeNolf, TFO Wealth Partners

Rachel DeNolf

Strategist Coordinator

Liz Digby, TFO Wealth Partners

Elizabeth Digby

Controller

Nikki Dillon, TFO Wealth Partners

Nikki Dillon

Sr. Client Experience Coordinator | Partner

Jake Dryfuse, TFO Wealth Partners

Jake Dryfuse

Family Wealth Associate

Jason Eichenberg, TFO Wealth Partners

Jason Eichenberg

Family Wealth Adviser

Chris Erblich, TFO Wealth Partners

Christopher E. Erblich

CEO | Partner

Brady Fineske, TFO Wealth Partners

Brady Fineske, CFP^®

President
Family Wealth Strategist | Partner

Bailey Floyd, TFO Wealth Partners

Bailey Floyd

Executive Coordinator

Lindsay Franks, TFO Wealth Partners

Lindsay Franks

Director of Client Operations | Partner

Dave Hammack, TFO Wealth Partners

David Hammack, CPA/PFS

Referral Partner
Maumee

Katie Heller, TFO Wealth Partners

Katie Heller

Client Experience Coordinator

Jim Herrick, TFO Wealth Partners

Jim Herrick, CFP^®

Executive Vice President
Family Wealth Strategist | Partner

Melanie Marks-Hitchen, TFO Wealth Partners

Melanie Marks Hitchen

Wealth Adviser
Winchester

Callie Jones, TFO Wealth Partners

Callie Jones

Sr. Client Experience Coordinator

Zak Kent, TFO Wealth Partners

Zak Kent

Family Wealth Associate

Joe Krebs, TFO Wealth Partners

Joe Krebs

Family Wealth Associate

Chad Kreilick, TFO Wealth Partners

Chad Kreilick

Sr. Trade & Portfolio Specialist

Chloe Lockshin, TFO Wealth Partners

Chloe Lockshin

Client Experience Ambassador

Mike Lynch, TFO Wealth Partners

Mike Lynch, APMA^™

Sr. Compliance and Trading Specialist

Jesse MacDonald, TFO Wealth Partners

Jesse MacDonald

Chief Marketing Officer | Partner

Jaden McMullen, TFO Wealth Partners

Jaden McMullen, CFP^®

Family Wealth Associate

Michael Miller, TFO Wealth Partners

Michael S. Miller

Family Wealth Adviser

Scott Morgan, TFO Wealth Partners

Scott Morgan, CRPS^™

Retirement Plan Coordinator

Morgan Mustafaga, TFO Wealth Partners

Morgan Mustafaga

Strategist Coordinator

Nicole Neely, TFO Wealth Partners

Nicole Neely

Client Operations Specialist

Katie Ott, TFO Wealth Partners

Katie Ott

Strategist Coordinator

Kate Poolman, TFO Wealth Partners

Kate Poolman

Sr. Client Experience Coordinator

Tammy Rasor, TFO Wealth Partners

Tammy Rasor

Client Experience Ambassador

Luke Rasor, TFO Wealth Partners

Luke Rasor

Family Wealth Associate

Kristin Rausch, TFO Wealth Partners

Kristin Rausch

Sr. Family Wealth Associate

Mike Rinaldi, TFO Wealth Partners

Mike Rinaldi, CRPS^™, AIF^®

Retirement Plan Adviser

Kristie Roberts, TFO Wealth Partners

Kristie Roberts

Director of Human Resources

Ron Rubin, TFO Wealth Partners

Ron Rubin, ChFC^®

Referral Partner
New York City

Alissa Saddoris, TFO Wealth Partners

Alissa Saddoris

Client Operations Specialist

Michelle Salsburg, TFO Wealth Partners

Michelle Salsburg

Sr. Family Wealth Associate

Steven Schwartz, TFO Wealth Partners

Steven J. Schwartz, CFP^®

Director, Houston
Family Wealth Strategist

Matthew Schwartz, TFO Wealth Partners

Matthew Schwartz, CFP^®

Family Wealth Adviser

Donald Scott, TFO Wealth Partners

Donald Scott

Director of Estate Planning
Family Wealth Strategist | Partner

Joanna Serra, TFO Wealth Partners

Joanna Serra

Assistant to Steven J. Schwartz, CFP®

Ashwini Sheregar, TFO Wealth Partners

Ashwini Sheregar

Lead FinTech Systems Engineer

Matt Sheridan, TFO Wealth Partners

Matt Sheridan, CFP^®, CPM

Chief Investment Officer

David Sherman, TFO Wealth Partners

David Sherman

Managing Director
St. Louis

Sarah Sherwin, TFO Wealth Partners

Sarah Sherwin

Family Wealth Adviser

Stephanie Smith-Tremoulis, TFO Wealth Partners

Stephanie Smith-Tremoulis, CFP^®

Family Wealth Strategist | Partner

Tad Sobieszczanski, TFO Wealth Partners

Tad Sobieszczanski, CFP^®

Family Wealth Strategist | Partner

Angelo Spinazze, TFO Wealth Partners

Angelo Spinazze

Family Wealth Adviser

Nick Sponseller, TFO Wealth Partners

Nick Sponseller

Director of Financial Planning
Family Wealth Adviser | Partner

Aaron Swiggum, TFO Wealth Partners

Aaron Swiggum, CPA/PFS, CFE

Referral Partner
Maumee

Didi Thomason, TFO Wealth Partners

Didi Thomason

BillPay Specialist

Brian White, TFO Wealth Partners

Brian White

Graphic Designer

Taylor Willer, TFO Wealth Partners

Taylor Willer

Client Experience Coordinator

Charlotte Wilson, TFO Wealth Partners

Charlotte Wilson

Sr. Client Operations Specialist

Mary Winkle, TFO Wealth Partners

Mary Winkle

Client Operations Specialist

Chris Winters, TFO Wealth Partners

Chris Winters, CRPS^™

Director of Retirement Plan Services
Retirement Plan Strategist | Partner

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