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TFC Financial Management

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

Board & Advisors

Jim Joslin
Jim Joslin
Chairman

Unplaced positions

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