We help you Connect Your Money To Your Life TM,
so you can devote yourself to living the life you dream and design.

Team

 

Thomas Lofy

Founder and CEO

(602) 953-5000

(602) 953-5095

Through decades of service, Thomas has devised innovative wealth, law, and tax strategies for successful families, business owners and professionals (continues ...)

Read more

Tammy Cober

Special Projects; Administrator

(602) 953-5000

Tammy joined Lofy Group in 1992 and has cared for many of our clients for over 20 years (continues ...)

Read more

Lisa Lefevre

Registered Paraplanner; Client Associate

(602) 953-5000

(602) 953-5095

Lisa has primary responsibility for coordinating communication with our clients, to make their experience positive and meaningful. She participates in all phases of the financial planning process (continues ...)

Read more

Tracey Lundahl

Client Associate

602-953-5000

602-953-5095

Tracey Lundahl serves our clients in the role of Client Associate and has more than 16 years of experience in the financial services industry. Her primary responsibilities are to provide quality support to the Lofy Group team as well...

Read more

Mary Wingfield

Accounting Manager

(602) 953-5000

(602) 953-5095

Mary has been working in an administrative support role for more than 20 years and plays an intricate role at Lofy Group. Her day includes managing a myriad of activities, which she handles expertly and with her calm, measured, and...

Read more

Clara Sida

Executive Assistant

602-953-5000

602-953-5095

Clara Sida has worked in an administrative support role for 19 years. She is the Front Office Associate and Executive Assistant to Thomas R. Lofy. She provides front-desk representation, and administrative and clerical support to the...

Read more

Tami Posey

Special Projects

(602) 953-5000

(602) 953-5095

Tami Posey uses her accounting training and experience, attention to detail, organization abilities, and knowledge of tax and financial operational processes to handle special projects at Lofy Group (continues ...)

Read more

Kristina Morgan

Certfied Public Accountant

602-953-5000

602-953-5095

Terry Feltes

Certified Public Accountant

602-953-5000

Terry is a Certified Public Accountant with over 40 years of experience covering the fields of income tax planning and strategic planning, for individuals, small businesses, estates and trusts. His work includes tax planning for...

Read more