TFO Wealth Partners

Brady Fineske is a CFP® professional with 20 years of experience in the financial services industry. He has been with TFO Wealth Partners since 2011 and previously worked at One To One, LLC. Outside of advisory work, he is an author and contributing writer, having published the book *All You Have To Do Is Last*. TFO Wealth Partners manages approximately $4.85 billion in client assets for a diverse client base, including high-net-worth individuals, family offices, retirement plans, trusts, and charitable organizations. The firm employs a long-term, asset-allocation driven investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by third-party managers, and offers a range of financial planning and family office services.

David Sherman III is a financial advisor at TFO Wealth Partners with 19 years of industry experience. He holds a Series 65 designation and has managed Sherman TDC, LLC since 2010. Outside of his advisory role, he manages collectible-related entities. TFO Wealth Partners serves individual clients, family offices, qualified retirement plans, trusts, charitable organizations, and corporate clients, managing approximately $4.85 billion in assets. The firm employs a long-term, asset-allocation approach based on modern portfolio theory, utilizing model portfolios primarily composed of mutual funds and ETFs, with additional third-party managers for fixed-income strategies.

Michael Miller is a financial advisor with TFO Wealth Partners in Houston, TX, holding a Series 66 credential and 16 years of industry experience. He has worked with Miller Grossbard Advisors, LLP since 2013 and TFO Wealth Partners since 2010. Outside of advising, he serves as Chief Operating Officer at Synergy Risk Management, Ltd., focusing on fixed and index life insurance and annuity products, and is Director of Operations at Miller Grossbard Advisors, LLP, where he assists with general management and reporting. TFO Wealth Partners manages approximately $4.85 billion in client assets for individuals, family offices, trusts, charitable organizations, and corporate clients. The firm employs long-term, asset-allocation driven strategies based on modern portfolio theory, utilizing model portfolios with mutual funds, ETFs, and third-party managers, and offers a range of financial planning and family office services.

Tad Sobieszczanski is a CFP® and holds a Series 65 license, with nine years of experience in the financial advisory industry. He has worked at TFO Wealth Partners since 2016 and previously was with One To One, LLC from 2017 to 2019. TFO Wealth Partners serves individual clients, family offices, retirement plans, trusts, charitable organizations, and corporate clients, managing approximately $4.85 billion in assets. The firm employs a long-term, asset-allocation driven investment approach grounded in modern portfolio theory, using model portfolios primarily composed of mutual funds and ETFs, supplemented by third-party managers.

Benjamin Stoddard is a financial advisor at TFO Wealth Partners with one year of industry experience. He holds a Series 65 designation and has previously worked at Southern Methodist University, Oregon State University, and Indiana Wesleyan University. Outside of his advisory role, he serves as a part-time consultant and coach for businesses and leaders through The Table Group and DMB Coaching, Inc. TFO Wealth Partners manages approximately $4.85 billion in assets for individual clients, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm employs a long-term, asset-allocation driven investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by third-party managers, and offers a range of services including portfolio management, family office support, and financial planning.

Matthew Sheridan is a CFP® with 16 years of industry experience, currently serving as a financial advisor at TFO Wealth Partners. His prior roles include positions at The Vanguard Group and Morgan Stanley, where he worked in both the private bank and wealth management divisions. TFO Wealth Partners manages approximately $4.85 billion in client assets for individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes long-term, asset-allocation strategies using model portfolios comprised mainly of mutual funds and ETFs, supplemented by third-party managers, and offers a range of services including portfolio management, financial and estate planning, and family office support.

Megan Cameron is a Series 65 licensed financial advisor with nine years of industry experience. She has been with TFO Wealth Partners since 2016 and previously worked at One To One, LLC from 2017 to 2019. TFO Wealth Partners manages approximately $4.85 billion in client assets for a diverse client base that includes high-net-worth individuals, family offices, qualified retirement plans, trusts, charitable organizations, and corporate clients. The firm employs a long-term, asset-allocation driven investment approach using model portfolios primarily composed of mutual funds and ETFs, supplemented by third-party managers.

Nicholas Bader is a financial advisor at TFO Wealth Partners with Series 65 credentials and two years of industry experience. He previously worked at Gilmore Jasion Mahler and held roles at the University of Toledo. TFO Wealth Partners serves individual clients, family offices, retirement plans, trusts, charitable organizations, and corporate clients, managing approximately $4.85 billion in assets. The firm employs a long-term, asset-allocation approach based on modern portfolio theory, utilizing model portfolios primarily composed of mutual funds and ETFs, with additional third-party managers for fixed-income strategies.

Jacob Dryfuse is a financial advisor at TFO Wealth Partners with three years of industry experience. He holds a Series 65 designation and has worked previously at TFO TDC, LLC, First Insurance Group, Appraisal Research Corporation, Concordance Healthcare Solutions, and Ohio State University. Outside of his advisory role, he is also registered as an independent insurance agent, though this activity is not investment-related. TFO Wealth Partners manages approximately $4.85 billion in assets for a diverse client base including high-net-worth individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm employs a long-term, asset-allocation driven investment approach using model portfolios primarily composed of mutual funds and ETFs, supported by third-party managers, and offers a range of financial, estate, and retirement planning services.

Michael Lynch is a financial advisor at TFO Wealth Partners with three years of industry experience. He holds a Series 65 credential and has worked in various roles, including at TFO TDC, LLC, the Juvenile Residential Center of Northwest Ohio, and Northwestern Mutual. TFO Wealth Partners serves a diverse client base, including high-net-worth individuals, family offices, retirement plans, and charitable organizations, managing approximately $4.85 billion in assets. The firm focuses on long-term, asset allocation strategies using model portfolios primarily composed of mutual funds and ETFs, supplemented by third-party managers, and offers a range of services such as portfolio management, financial and estate planning, and retirement plan consulting.

Anna Brubaker is a financial advisor at TFO Wealth Partners with two years of industry experience. She holds a Series 65 credential and previously worked at Fastenal, the University of Toledo, Bethesda Care Center, and Lakota Local School District. Outside of her advisory role, she is involved with Safe Harbor Lakefront Marina in Port Clinton, Ohio, where she assists in marina operations. TFO Wealth Partners serves a diverse client base including high-net-worth individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm manages approximately $4.85 billion in assets and emphasizes long-term, asset-allocation strategies using model portfolios composed of mutual funds and ETFs, supplemented by third-party managers.

Stephanie Smith Tremoulis is a CFP® professional with 16 years of experience in the financial advisory industry. She has been with TFO Wealth Partners since 2014 and previously worked at One To One, LLC from 2017 to 2019. TFO Wealth Partners manages approximately $4.85 billion in client assets for a diverse client base including high-net-worth individuals, family offices, retirement plans, trusts, and charitable organizations. The firm employs a long-term, asset-allocation driven investment approach using model portfolios composed mainly of mutual funds and ETFs, supplemented by third-party managers, and provides a broad range of financial planning and family office services.

Kristin Rausch is a financial advisor at TFO Wealth Partners with three years of industry experience. She holds a Series 65 designation and previously worked at The Andersons for 11 years, followed by a brief tenure at Sunrise Cooperative. TFO Wealth Partners serves a diverse client base including high-net-worth individuals, family offices, retirement plans, trusts, charitable organizations, and corporate clients. The firm manages approximately $4.85 billion in assets using long-term, asset-allocation strategies grounded in modern portfolio theory, employing mutual funds, ETFs, and third-party managers.

Melanie Hitchen is a financial advisor at TFO Wealth Partners with 11 years of industry experience. She holds a Series 65 license and has worked at TFO Wealth Partners since 2013, with prior experience at Digital Insurance, LLC and Snellings Walters. Outside of her advisory role, she owns and operates Lockes Mill Farm, an equestrian farm, and serves as an owner and board member of Blue Ridge Capital Group, a medical management company. TFO Wealth Partners manages approximately $4.85 billion in assets for a diverse client base including high-net-worth individuals, family offices, retirement plans, trusts, and corporate clients. The firm employs a long-term, asset-allocation driven investment approach using model portfolios primarily composed of mutual funds and ETFs, with additional third-party managers for fixed income mandates.

Zachary Kent is a financial advisor at TFO Wealth Partners with a Series 65 designation and one year of industry experience. His prior roles include positions at Jessup Wealth Management, KJM CFO Consulting, and various organizations including Hillsdale College and Kroger. TFO Wealth Partners manages approximately $4.85 billion in client assets, serving a diverse range of clients including high-net-worth households, family offices, and corporate clients. The firm focuses on long-term, asset-allocation strategies using model portfolios primarily composed of mutual funds and ETFs, complemented by third-party managers for fixed-income mandates.