| Name | Title | Contact Details |
|---|---|---|
Aaron Kaslow |
Executive Vice President, Chief Administrative Officer and Human Resources | Profile |
Ellen Cunningham |
Vice President, Private Client Group | Profile |
Jonathan Willis |
Product Manager & Client Consultant, VP | Profile |
Ron Waters |
V.P. Debit and Credit Card Product Manager | Profile |
John Bruning |
Senior Vice President, Senior Treasury Management Product Manager | Profile |
Saratoga National Bank & Trust Company is a Saratoga Springs, NY-based company in the Financial Services sector.
Columbus Junction State Bank is a Columbus Junction, IA-based company in the Financial Services sector.
LSCU Service Corporation d/b/a LEVERAGE is a Birmingham, AL-based company in the Financial Services sector.
National Bank Holdings Corporation is a bank holding company created to build a leading community bank franchise delivering high quality client service and committed to shareholder results. Through its bank subsidiary, NBH Bank, National Bank Holdings Corporation operates a network of 101 banking centers, serving individual consumers, small, medium and large businesses, and government and non-profit entities. The bank`s core geographic footprint consists of Colorado, the greater Kansas City region, New Mexico, Texas and Utah. NBH Bank operates under the following brand names: Community Banks of Colorado in Colorado, Bank Midwest in Kansas and Missouri and Hillcrest Bank in New Mexico, Texas and Utah. It also operates as Community Banks Mortgage, a division of NBH Bank, in Colorado.
"Whats my wealth for?" Its a simple question, but one that rarely gets asked, answered or implemented. At TFO Family Office Partners, we understand your wealths true value isnt in dollars and cents; its in how your wealth serves your goals. Thats how we can help. We guide families who have the desire to unite their wealth and their purpose, helping them live the lives they want. Our Wealth and Purpose approach suits families that are interested in creating a long-term vision and are looking for holistic, independent advice to help them achieve it. As part of that, our best relationships are with clients who want to have more than just an investment advisor or a tax advisor – they want to work with a full team of professionals that understand and focus on what they are trying to achieve. We advise families in a variety of areas, including: o Wealth Planning and Family Office o Investment Advisory Services o Estate and Wealth Transfer Planning o Tax Consulting & Compliance o Accounting and Bill Pay o Family Governance o Philanthropic Planning o Family Life Skills Please note: weve recently rebranded, changing our name from "TFO Phoenix" to "TFO Family Office Partners"