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 ...)

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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 ...)

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Lisa Lefevre

Branch Operations Manager, Financial ParaPlanner Qualified Professional

(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 ...)

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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...

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Clara Sida

Executive Assistant, Client Services Associate

602-953-5000

602-953-5095

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:...

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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...

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Lauren Lofy

Client Service Associate

602-953-5000

602-953-5095

As a Client Service Associate, Lauren is responsible for providing support to the wealth managers and staff, serving as a point of contact for clients, assisting with special projects and providing account administration. Lauren...

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