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

Family Wealth Associate

Nick_Bader_web@2x

Nick Bader

Family Wealth Associate

Marc_Bergeron_web@2x

Marc Bergeron

Family Wealth Associate

Nicole_Bohland_web@2x

Nicole Bohland

Client Operations and Retirement Plan Specialist

Robert_Bowers_web@2x

Robert Bowers, SHRM-CP

Chief Operating Officer
Chief Human Resources Officer

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 Operations Specialist

Katelin_Budge_web@2x

Katelin Budge

Client Experience Coordinator

Megan_Cameron_web@2x

Megan Cameron

Family Wealth Strategist

Taylor_Carpenter_web@2x

Taylor Carpenter

Client Experience Coordinator

Bruce_Cartwright_web@2x

Bruce Cartwright

Family Wealth Strategist

Abbie_Ciucci_web@2x

Abbie Ciucci

Family Wealth Associate

Jack_Cordes_web@2x

Jack Cordes

Family Wealth Adviser

Nick_Cosentino_web@2x

Nick Cosentino

Family Wealth Adviser

Cleves_Delp_web@2x

Cleves R. Delp, ChFC^®

Founder and Member

Rachel_DeNolf_web@2x

Rachel DeNolf

Liz_Digby_web@2x

Elizabeth Digby

Accounting Manager

Nikki_Dillon_web@2x

Nikki Dillon

Director of Client Experience Coordinators

Jake_Dryfuse_web@2x

Jake Dryfuse

Family Wealth Associate

Chris_Erblich_web@2x

Christopher E. Erblich

CEO

Brady_Fineske_web@2x

Brady Fineske, CFP^®

President
Lead Wealth Strategist

Bailey_Floyd_web@2x

Bailey Floyd

Executive Coordinator

Lindsay_Franks_web@2x

Lindsay Franks

Director of Client Operations

Brian_Hackman_web@2x

Brian Hackman

Family Wealth Associate

Michelle_Hafner_web@2x

Michelle Hafner

Client Operations Specialist

Zowe_Hamizadeh_web@2x

Zowe Hamizadeh

Director of Compliance

Dave_Hammack_web@2x

David Hammack, CPA/PFS

Referral Partner
Maumee

Katie_Heller_web@2x

Katie Heller

Client Operations Specialist

Jim_Herrick_web@2x

Jim Herrick, CFP^®

Vice President
Family Wealth Strategist

Mel_Marks_Hitchen_web@2x

Melanie Marks Hitchen

Wealth Adviser
Winchester

Lily_Hoffman_web@2x

Lily Hoffman

Strategist Coordinator

Caroline_Hoffman_web@2x

Caroline Hoffman

Client Operations Specialist

Kelly_Holck_web@2x

Kelly Holck

Client Operations Specialist

Dawson_Horning_web@2x

Dawson Horning

Family Wealth Associate

Chad_Kreilick_web@2x

Chad Kreilick

Sr. Trade & Portfolio Specialist

Mike_Lynch_web@2x

Mike Lynch, APMA^™

Trading and Portfolio Administrator

Sarah_Mellott_web@2x

Sarah Mellott

Strategist Coordinator

Michael_Miller_web@2x

Michael S. Miller

Director of Operations, Houston
Family Wealth Adviser

Scott_Morgan_web@2x

Scott Morgan, CRPS^®

Retirement Plan Adviser

Andrew_Nell_web@2x

Andrew Nell

Family Wealth Associate

Lauren_Pellegrin_web@2x

Lauren Pellegrin

Strategist Coordinator

Jillian_Perlaky_web@2x

Jillian Perlaky

Client Experience Coordinator

Kate_Poolman_web@2x

Kate Poolman

Client Experience Coordinator

Kristin_Rausch_web@2x

Kristin Rausch

Family Wealth Associate

Beth_Reetz_web@2x

Beth Reetz

Client Operations Specialist

Josh_Rochon_web@2x

Joshua Rochon, CFP^®

Family Wealth Strategist

RonRubin_web@2x

Ron Rubin, ChFC^®

Referral Partner
New York City

Andrew_Saffell_web@2x

Andrew Saffell

IT Support Specialist

Michelle_Salsburg_web@2x

Michelle Salsburg

Family Wealth Associate

Matthew_Schwartz_web@2x

Matthew Schwartz

Family Wealth Adviser

Steven_Schwartz_web@2x

Steven J. Schwartz, CFP^®

Director, Houston
Family Wealth Strategist

Donald_Scott@2x

Donald Scott

Director of Estate Planning
Family Wealth Strategist

Joanna_Serra_web@2x

Joanna Serra

Assistant to Steven J. Schwartz, CFP®

David_Sherman_web@2x

David Sherman

Managing Director
St. Louis

Sarah_Sherwin_web@2x

Sarah Sherwin

Family Wealth Adviser

Grant_Sims_web@2x

Grant Sims, CFP^®

Family Wealth Strategist

Adele_Sobieszczanski_web@2x

Adele Sobieszczanski

Executive Vice President
Family Wealth Strategist

Tad_Sobieszczanski_web@2x

Tad Sobieszczanski, CFP^®

Family Wealth Strategist

Angelo_Spinazze_web@2x

Angelo Spinazze

Family Wealth Adviser

Nick_Sponseller_web@2x

Nick Sponseller

Director of Retirement Plan Operations
Family Wealth Adviser

Aaron_Swiggum_web@2x

Aaron Swiggum, CPA/PFS, CFE

Referral Partner
Maumee

Grace_Touchette_web@2x

Grace Touchette

Family Wealth Associate

Stephanie_Smith_web@2x

Stephanie Smith-Tremoulis, CFP^®

Family Wealth Strategist

Callie_Trosin_web@2x

Callie Trosin

Client Experience Coordinator

Charlotte_Wilson_web@2x

Charlotte Wilson

Client Operations Specialist

Chris_Winters_web@2x

Chris Winters, CRPS^®

Director of Retirement Plan Services
Retirement Plan Strategist

white-dots

white-dots

Ready to review your current wealth plan?

Getting started is easy. Set a time to talk.

Let’s Talk