Team
Through decades of service, Thomas has created innovative wealth, law, and tax strategies for successful families, business owners and professionals (continues ...)
Lauren Lofy’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,...
Tammy joined Lofy Group in 1992 and has cared for many of our clients for over 20 years (continues ...)
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...
Clara has worked in an administrative support role for over 20 years. She is the Executive Assistant to Thomas Lofy. She provides administrative and clerical support for the firm and our Clients. Clara’s responsibilities include:...
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...
