Erin Itkoe
Director of Financial Planning at Tarbox Family Office, Inc
Based in Phoenix, United States
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Seniority
Director
Department
Finance & Accounting
Location
Phoenix
Industry
Financial Services
Company size
8
Contact information
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e•••••••@tarbox.com
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Background
About Erin Itkoe
Erin is the Director of Financial Planning at Tarbox Family Office. Previously, she was a Senior Wealth Counselor and the Director of Client Experience at Versant Capital Management, where she provided comprehensive strategic solutions to a wide range of clients, their families and their related entities. Earlier in her career, Erin served in a dual role as Manager of Investment Operations and Relationship Manager for GenSpring Family Offices. Since 1985, individuals, families and nonprofits have trusted Tarbox Family Office to provide conflict-free advice, a sound investment philosophy, and clear communication. We’re an independent investment advisory firm that is uniquely positioned, with just 100+ client families, to provide customized financial planning and individualized investment management services. The firm utilizes a true collaborative approach with a multidisciplinary team that understands a family’s financial needs are wide-ranging, requiring a holistic approach to the areas of estate and trust planning, tax review and planning, insurance reviews, and more.
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