The TFC Experience

TFC has been providing trusted advice to our clients since 1980. We are a majority women and employee-owned fee-only financial advisory and investment firm with over $1 billion in assets under our management. We are wholly independent, acting as fiduciaries on your behalf.

Our Culture

Because the financial management process is so personal, we’ve created a firm-wide culture based on the following values:

Competence

Our advisors are deeply experienced problem solvers, providing high-level advice to our clients

Competence

Compassion

Finances are complex. Life can be even more complex. We are always ready to help you in even the most difficult circumstances.

Compassion

Collaboration

We combine our expertise with a deep understanding of you and your specific situation. Our relationship thrives on collaboration and providing you a sense of empowerment.

Collaboration

Meet Our Experienced Leaders

Renée Kwok

CFP®, President & CEO & Shareholder

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Leann Sullivan

CFP®, CAP®, Senior Vice President - Client Advisor & Shareholder

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Michael Meehan

CPA/PFS, CFP®, Managing Director - Marketing, Senior Client Advisor & Shareholder

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Connie Wyllie

Chief Compliance Officer, Vice President of Client Service and Operations & Shareholder

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Mike Sullivan

Director of Operations and Business Analytics & Shareholder

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Our Extended Network

Our financial lives are like a mosaic with many different components. With over four decades in business, we've built strategic relationships with experts who help us integrate the different pieces into a cohesive plan for you. We consider our network to be yours:

  • Accountants and CPAs
  • Estate planning attorneys
  • Family law attorneys
  • Elder care specialists
  • Insurance advisors
  • Bookkeepers and organizational specialists
  • Mortgage and private bankers
  • Philanthropy/charitable advisors
  • Art/collectables experts
  • Business coaches and advisors
  • Valuation experts

Get to Know Us


Why TFC Financial

Learn more about what makes us the right fit for you.

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Our Team

Meet the team behind our firm’s friendly, compassionate culture.

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Contact Us

Let us know how we can help. We look forward to building a connection with you.

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FAQ

Frequently Asked Questions

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