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May 06, 2015 4:10 PM ET

Capital Markets

Company Overview of TFA Management, Inc.

Company Overview

TFA Management, Inc. provides financial services to corporate executives, small business owners, high-net-worth individuals, and families. The company offers financial planning, wealth management, tax planning and preparation, and business succession services, as well as risk management solutions. It primarily focuses on the corporate executive population. TFA Management, Inc. was formerly known as AM&M Financial Services Inc. The company was founded in 1988 and is headquartered in Pittsford, New York with additional offices in Rochester, New York; and Bonita Springs, Florida. As of January 6, 2006, TFA Management, Inc. operates as a subsidiary of Tompkins Financial Corporation.

179 Sully's Trail

Suite 200

Pittsford, NY 14534-4599

United States

Founded in 1988





Key Executives for TFA Management, Inc.

Chief Executive Officer, Chief Operating Officer of AM&M Planners Inc, Chief Operating Officer of Ensemble Financial Services Inc and Chief Operating Officer of Ensemble Risk Solutions Inc
Age: 43
Age: 53
Vice President and Director of Operations
President of AM&M Planners Inc
President of Planning Services and Director of Planning Services
Compensation as of Fiscal Year 2014.

TFA Management, Inc. Key Developments

Tompkins Financial Advisors Names Stephen M. Angelis as President

Tompkins Financial Corporation announced that Stephen M. Angelis has been named President of Tompkins Financial Advisors. In addition, he will serve as a member of the Leadership Team of Tompkins Financial Corporation. Mr. Angelis will join the company on February 18, 2014. Mr. Angelis brings twenty-eight years of leadership experience with nationally recognized financial service firms to his position at Tompkins Financial Advisors. Most recently, he has served as Managing Partner and Private Equity Investor with GAN Investments, LLC, Columbus, Ohio.

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