2017 FINALISTS
TFO Phoenix, Inc.
The Leona Group
Leadership: Chris Erblich, chairman; Scott Horn, president Website: tfophoenix.com What it does: Delivers a holistic array of wealth management
Leadership: Dr. William Coats, CEO; Patrick Lawrence, CFO Website: leonagroup.com What it does: Provides all-inclusive management services
services to families, including investment advice, income tax services, estate planning and other family office services. How it leads: The leaders of TFO created the firm to be more than just a traditional investment advisor or tax preparer. Rather, their mission is to help affluent families “connect wealth and purpose,” By asking each family, “What’s your wealth for?” and actively listening to their answers, the leaders of TFO gain an understanding of how each family sees its wealth contributing to its happiness.
to public tuition-free charter schools in predominantly urban communities. How it leads: TLG is one of the nation’s first education management companies and a pioneer in the charter school industry. TLG has been operating tuition-free nonprofit charter schools since 1996. TLG current operates about 60 school sites in Arizona, Florida, Indiana, Michigan and Ohio. The organization strives to improve life changes for children, under the founding philosophy that they believe every child can and will learn regardless of ethnicity, economic or educational disadvantage.
The Phoenix Symphony Leadership: Jim Ward, president and CEO; Kelly Dwyer, director of finance Website: phoenixsymphony.org What it does: Its mission is to provide the joy of music as a catalyst in helping Arizona to become the best place in America. How it leads: The Phoenix Symphony’s Education and Community Outreach programs reach over 125,000 children and adults annually with priority given to Title 1 designation schools. No other performing arts organization in the state has the proven track record for providing cutting-edge music education and music wellness programs of such great breadth and depth.
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AB | January - February 2017