About Lofy Group Wealth Management | Your Financial Partners

Thomas Lofy

Founder and CEO

Through decades of service, Thomas has created innovative wealth, law, and tax strategies for successful families, business owners and professionals, helping them to: Connect their money to their lives Structure their personal and...

Lauren Lofy

Wealth Advisor

Lauren's responsibilities include designing and managing investment portfolios, as well as establishing, implementing, and maintaining financial plans. Lauren is also responsible for client account management, financial reports, client...

Tammy Cober

Office Manager and Special Projects Manager

Tammy joined Thomas Lofy in 1992 and is an indispensable member of the team. She serves as Lofy Group’s Office Manager and Paralegal. Among her various duties, Tammy also coordinates and manages Special Projects for Lofy Group and our...

Lori Rosebrough

Client Associate

Lori plays a key role as a Client Associate at Lofy Group, working with our clients on an ongoing basis and as client needs arise. She has an extensive background in financial administration, with almost 30 years of experience in the...

Mary Wingfield

Accounts Payable Associate

With over 30 years of experience in administrative support, Mary plays a vital and multifaceted role at Lofy Group. Mary is responsible for the firm’s accounts payable and accounts receivable, including processing invoices and payments...

Dawnn Jappe

Client Associate

Dawnn brings with her over 30 years of customer service, administrative support, and marketing experience. Building customer relationships, and ensuring each client receives outstanding service and support, are what drives her, as she...

Nicole Hattaway

Client Associate

Nicole serves as the Administrative Assistant and Client Associate for Lofy Group, where she plays a key role in delivering exceptional client service and operational support. In her role as a Client Associate, Nicole supports the...

Deede Tompkins

Administrative Assistant

Deede serves as the Administrative Assistant and Client Associate for Lofy Group, where she plays a vital role in ensuring smooth day-to-day operations and a welcoming client experience. Deede is known for her warmth, professionalism,...

Meet The Team