TFC Financial Management


Org chart

Renée Kwok
President & CEO
Ashley Meany
Trading and Investment Research Associate
Betty Harris
Office Manager
Connie Wyllie
Chief Compliance Officer, Director of Client Service & Operations
Dan Kern
Chief Investment Officer
Debra McDonald
Senior Client Advisor
Fred Pryor
Jane Taubner Barney
Senior Client Advisor
Jessica Learn
Administrative Coordinator
Kerri Allen
Client Advisor and Trustee Administrator
Leann Sullivan
Vice President
Megan Benner
Client Service Associate
Michael Meehan
Vice President and Client Advisor
Michelle Herd Soufan
Senior Client Advisor
Mike Sullivan
Manager of Operations & Business Analytics
Rachel Harris
Marketing and Client Service Assistant
Steven Smith
Senior Client Service Associate
Tom Hudson
Director of Investment Research

Board & Advisors

Jim Joslin

People not yet in org chart

By clicking "Continue" or continuing to use our site, you acknowledge that you accept our Privacy Policy and Terms of Use. We also use cookies to provide you with the best possible experience on our website.