Team
Thomas Lofy
Founder and CEO
Through decades of service, Thomas has devised innovative wealth, law, and tax strategies for successful families, business owners and professionals, helping them to Connect Their Money to Their Lives TM. He believes that non-financial...
Erin Buggy
Managing Director
Always service-oriented and purposeful, Erin walks each client through the process of uncovering, expressing, and preserving their legacy. She manages the interview, recording, and editing process, and works with each client to ensure...
Clara Sida
Assistant Director; Administration
Clara has been providing administrative support for over 19 years. Her multi-faceted role is comprised of many duties, including arranging client meetings, assisting with our multi-step client interview process, and preserving...
Tammy Cober
Office Manager; Special Projects
Tammy oversees all aspects of office administration, coordinates Special Projects, and collaborates on corporate governance. Her concern for people, strong work ethic, endless knowledge, creative eye, calm demeanor, and kindness make...
Lisa LeFevre
Special Projects
Lisa has extensive experience in leadership and supervisory roles. She enjoys creating and maintaining an outstanding service model for clients as well as contributing to an exceptional work place environment for her co-workers. She...
Mary Wingfield
Administration; Accounting; Billing; Payables
Mary has worked in an administrative capacity for over 20 years. Her day includes managing a myriad of back-office and finance-related duties, which she handles skillfully, calmly, and with an up-beat demeanor. Her genuine care for...