Christopher E. Erblich, Esq.
Chairman
Chris has over 17 years of experience as a trusted advisor to affluent families and family businesses. Chris exclusively focuses on sophisticated estate planning, business succession planning and tax planning for high net worth families. Chris has extensive experience with federal transfer taxation and various income tax and estate planning techniques. He is frequently… Read Chris' entire bio.
Scott Horn, CPA
President
Scott has more than 20 years of experience serving wealthy families. Scott is responsible for defining the services to be delivered to all clients and is responsible for coordinating the provision of all family office services to TFO Phoenix's clients in a holistic manner. Scott has extensive experience in coordinating and facilitating large family meetings, providing family education services … Read Scott's entire bio.
Eric Voita, CPA/PFS, CPWA®
Senior Wealth Advisor
Director of Tax
Eric has been serving wealthy families and their closely-held business enterprises for more than 16 years. Eric is primarily responsible for defining the process for delivering income tax compliance and consulting services to clients. Eric is also primarily responsible for providing income tax expertise for all client families of TFO Phoenix as well as coordinating the … Read Eric's entire bio.
Chuck Carroll, CFA, CAIA, CPA
Senior Wealth Advisor
Chief Investment Officer
Chuck has 20 years of experience in developing investment strategies for wealthy families and institutions. In his role at TFO Phoenix, Chuck is responsible for leading the firm's investment practice and overseeing the investment advisory services delivered to all clients. He also provides investment and financial planning advice… Read Chuck's entire bio.
Damon Miller
Senior Wealth Advisor
With more than a decade of experience in serving wealthy families, Damon is responsible for integrating investment, tax, financial planning and estate planning services. Assisting clients in identifying then achieving their financial goals, he directs all aspects of complex client engagements. While navigating intricate family dynamics, he also helps families…Read Damon's entire bio.
Laura Jansen, CFP®, CPA/PFS
Senior Wealth Advisor
Laura has over 15 years of experience working in the financial services industry, and specializes in combining the technical issues of wealth planning with family dynamics. Laura is able to design and implement services that can include investment portfolio structure and advisement, cash flow and budgeting, executive compensation, retirement, estate, tax, and philanthropic planning. She also has experience managing the complexities of multi-generational…Read Laura's entire bio.
Kim Llumiquinga
Senior Wealth Advisor
Kim has over 15 years of experience in working closely with clients on developing their customized financial and tax plans focusing on strategies to help them achieve their personal and financial goals. She has extensive experience in teaming with families to implement succession plans by creating family governance systems, drafting family constitutions and providing financial education to family members in multiple generations. Kim has been actively involved in creating family trust …Read Kim's entire bio.
Mason Longstreth, CFP®, CPA/PFS
Senior Wealth Advisor
With almost a decade of experience in serving wealthy families and their businesses, Mason is responsible for integrating tax, investment, financial planning and estate planning services. In working with individuals, families and businesses, Mason assists clients in identifying and achieving their financial goals, and is involved in all aspects …Read Mason's entire bio.
Chris Hess, CFP®, CPA/PFS
Senior Wealth Advisor
With almost a decade of experience in wealth management, Chris is responsible for assisting wealthy families and institutions in identifying and meeting their personal and financial objectives. Chris enjoys working with clients to develop a customized approach to help them obtain their goals and achieve success. Chris integrates multiple wealth management areas, including investment advisory, financial planning, estate and tax planning, family governance and education … Read Chris' entire bio
Brittany Pasek
Wealth Advisor
Brittany has been helping wealthy families identify and achieve their financial goals for over seven years. She assists her client families by providing investment advisory services, financial planning and other family office services. Additionally, Brittany has substantial experience in capital sufficiency planning and analysis. Prior to joining TFO Phoenix … Read Brittany's entire bio.
Jacquie Weflen, CPA
Senior Wealth Advisor
Jacquie is a Certified Public Accountant (CPA) and has served wealthy families for over five years. She assists her client families by providing tax planning and compliance, investment advisory services and other family office services. Additionally, Jacquie has substantial experience in developing and facilitating education programs for families. Prior to joining TFO Phoenix… Read Jacquie's entire bio.
David Bloom
Wealth Advisor
David has been assisting families on their personal and financial matters for over 5 years. He works closely with families on achieving their tax, investment, and estate planning goals. David began his career with a focus on tax consulting and compliance in the Private Client Group of RSM McGladrey. Based on his desire to serve families comprehensively…Read David's entire bio.
Zeenat Patel
Senior Accountant
Zeenat is a Senior Accountant at TFO Phoenix, and has a decade of experience in Accounting and Tax consulting. She is responsible for managing the accounting and cash flow functions of our client families including complex transactions between multiple family trusts, partnerships and investment entities. She works closely with third parties and… Read Zeenat's entire bio.
Connor Humphrey
Wealth Advisor
Connor provides wealth management services, including investment advisory, tax consulting and compliance and financial planning to his client families. He also has experience assisting families in implementing strategic philanthropy programs. Connor started his career in wealth management …Read Connor's entire bio.
Sara Mercer, CPA
Wealth Advisor
Sara works with families in various aspects of wealth management, including investment advisory services, tax planning and preparation, estate planning and financial planning. She has experience in working with families from a holistic viewpoint, as well as experience with entities with complex tax issues. She started her wealth management career with…Read Sara's entire bio.
Emily Mann
Wealth Advisor
Emily works with families in various aspects of wealth management, including investment advisory services, tax planning and preparation, estate planning and financial planning. She has experience in working with families from a holistic viewpoint, as well as expertise in organizing philanthropic initiatives. She started …Read Emily's entire bio.