Inspiring confidence for more than 40 years

Since 1984, TFA has empowered people to feel more confident about their financial future. We're proud to be a trusted and reputable independent financial services firm built by and for entrepreneurs. We support our independent advisors and representatives throughout their careers with the tools and resources they need to help families build long-term financial independence.

Our trusted approach

With decades of experience and a rigorous financial professional screening process, we ensure our financial professionals have the knowledge, experience and support to earn their clients’ trust. Our technology platforms are designed to streamline both the representatives’ and clients’ experience and deliver consistent, high-quality service.

We care about more than finances

Our responsibility goes beyond insurance, investments and retirement accounts. We support our independent financial professionals so they can build and grow their businesses. This gives them the freedom to care for their clients and dedicate themselves to helping people improve their financial and personal well-being.

Making wealth management accessible to all

We are committed to expanding access to wealth management strategies to more people than the ultra-wealthy. There are thousands of families who deserve to build financial confidence and long-term security. TFA believes that people from all walks of life deserve this opportunity.

Growing tomorrow’s leaders today

TFA is committed to the next generation of financial professionals by creating leadership and income opportunities that help them thrive. We support their growth through training, mentoring and coaching from the moment they become licensed well into their decades-long careers with us.

Our vibrant community

TFA Financial Professionals are more than colleagues; they're a collaborative community committed to growth, service, and making a positive impact. They represent a broad spectrum of nationalities and backgrounds, but they come together to support one another throughout their careers.

Advisory councils drive progress

TFA’s Advisory Council is made up of the firm’s financial professionals, each of whom serves two-year terms. This team meets regularly with Home Office leadership to help move initiatives forward and drive innovation. 

Additionally, our financial professionals gather annually for TFA Exchange to hear about company initiatives and learn strategies from experts and their colleagues to sharpen their craft.

Making a difference by giving back

TFA and our financial professionals support the communities where we work and live by participating in and organizing charitable events. Our financial professionals are deeply committed to giving back and making a meaningful difference in the lives of our neighbors.

A rich history of trust and innovation

Our story is built on decades of trust, steady growth, and a commitment to doing what's right for financial professionals and their clients.

1984

TFA was founded with the mission to empower independent financial professionals to serve individuals and families with integrity and independence.

2012

To gain greater efficiency, TFA merged with World Group Securities, Inc., the affiliated broker-dealer of World Financial Group Insurance Agency, LLC.

2017-18

After decades of committing to being different by design, TFA was named the No. 1 broker-dealer for the number of producing female representatives*.

2026

TFA consistently serves thousands of new clients each month. Our scalable platform and numerous provider partnerships enable double-digit growth in the number of families we serve.

1984

TFA was founded with the mission to empower independent financial professionals to serve individuals and families with integrity and independence.

2012

To gain greater efficiency, TFA merged with World Group Securities, Inc., the affiliated broker-dealer of World Financial Group Insurance Agency, LLC.

2017-18

After decades of committing to being different by design, TFA was named the No. 1 broker-dealer for the number of producing female representatives*.

2026

TFA consistently serves thousands of new clients each month. Our scalable platform and numerous provider partnerships enable double-digit growth in the number of families we serve.

Meet our innovative leadership team

Our leaders bring decades of experience, integrity, and a deep commitment to supporting our financial professionals and their clients. They guide TFA with a vision rooted in innovation, collaboration, growth, and trust.

Michelle Barry

President and CEO

Rob Costello

Chief Operations Officer

Christina Kramer

Chief Compliance Officer

Jonathan Fonash

Senior Director, Wealth Management

Nathaniel Tjoa

Head of Supervision

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Important information

Securities and investment advisory services are offered by Transamerica Financial Advisors, LLC, a Registered Investment Advisor and Broker/Dealer, Member FINRA, SIPC. For more information about TFA and our Financial Professionals, visit our disclosures page or check FINRA’s BrokerCheck at https://brokercheck.finra.org.