Lily Hoffman

What path led you to wealth management?

Studying business in college, I knew I wanted to work in a small to medium sized business. Right after college, I started off in an administrative and marketing role for a local small business. With an administrative background, it aligned with an open role at TFO at the time. Through the recommendation of my sister who also works at TFO, Caroline, I applied, and the rest is history.

Why did you join TFO Wealth Partners?

The initial recommendation came from my sister, Caroline, who is an employee of TFO. I was intrigued by the positive feedback and family-oriented nature of the company she had so often talked about, and I wanted to experience it for myself. When timing and opportunity presented itself, I applied, and a few months later I was a member of the TFO team.

What most excites you about your work?

Meaningful interactions with teammates and clients is what excites me most about my work. I am intrigued to see processes from start to finish, and to see the results of the team working together to accomplish goals.

What has been your most rewarding career experience?

Learning new things everyday and contributing to positive client interactions are the most rewarding career experiences.

What personal accomplishments are you most proud of?

I am grateful that I was able to graduate from college in 3 ½ years with a dual degree with no debt. By graduating a semester early, I was able to travel, spend time with family, and determine how I wanted to start my career.

What are some of your life's biggest influences?

My relationship with God and my family are the two biggest influences in my life. Both have undoubtedly shaped me to be the person I am today.