Archives: Team Members
Tom Jordan, CLTC
Strategic Partner Tom has been active in the insurance industry after spending many years as an executive in the textile industry. He brings with him a passion for Long Term Care and Medicare education as […]
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ADERONKE BANKOLE-FALAYE
My role at TFA I work as Technical Portfolio Specialist and I assist in the composition and maintenance of investment portfolios by using and applying the portfolio model. I engage in equity research using fundamental […]
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EMILY FAHRENHOLZ
My role at TFA As an Associate Advisor, I support several advisors in developing and monitoring our client’s financial plans, assisting in meetings, and following up on planning recommendations and tasks. I recently passed the […]
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KELLY WAGNER
My role at TFA I help clients with any money movement and paperwork and take care of receiving outside information from the client. My motivation I want others to be treated the way my parents […]
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ASHLEY CROTWELL, CFP®
My role at TFA As a Lead Advisor at TFA, I have the privilege of being the primary problem solver for scores of families in the Triad. My motivation I enjoy the interactions and the […]
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JONAS BOYER, CFP®
My role at TFA I proactively work with clients to identify their top priorities and develop a plan to best utilize their available resources to achieve their short and long-term goals. My motivation I chose […]
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JOHN MARSKE, CFP®
My role at TFA As a Lead Advisor at TFA, I spearhead client relationships by helping people envision and act on their retirement goals. My motivation Life is complex, so we all need a sounding […]
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KAITLYN LINGARD, CFP®
My role at TFA I am a Certified Financial Planner™ practitioner at TFA. I serve as a Lead Advisor to many families at TFA. A typical day consists of conducting comprehensive review meetings, evaluating/establishing financial plans, […]
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EDUARDA YORK, SPHR, SHRM-SCP
My role at TFA I am the Director of Finance and Administration. I oversee the daily financial aspects of the firm, including financial reporting, Human Resources Administration, Benefits and Compliance. My motivation I enjoy the […]
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JENNIFER WINDSOR, CFP®, CAP®
My role at TFA As a Senior Advisor at TFA, I lead an advisory “Diamond Team” and help people with life-changing decisions surrounding their money, livelihoods, loved ones, and philanthropic interests. My motivation I take […]
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