Joshua Dunham is a Series 66-licensed financial advisor with over 22 years of industry experience. He has worked at several firms including UBS Financial Services, Fortitude Advisory Group, and SCF Securities before joining TFR Capital in 2024. Outside of his advisory role, he is president and owner of JD FINCO Inc., a consulting and programming business. TFR Capital provides personalized financial planning and discretionary investment management to individuals and entities such as family offices and qualified retirement plans. The firm’s investment approach combines fundamental, quantitative, and technical analysis overseen by an Investment Committee, generally focusing on long-term strategies while allowing for shorter-term trades when appropriate.

Stephanie Williams is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at TFR Capital. Her prior roles include positions at Envestnet Asset Management and Placemark Investments, Inc. From 2019 to 2023, she was a homemaker before returning to the financial sector. TFR Capital, LLC provides personalized financial planning and discretionary investment management to individuals, including high-net-worth clients, as well as entities like family offices and qualified retirement plans. The firm combines fundamental, quantitative, and technical analysis in its portfolio management, pursuing primarily long-term strategies overseen by an Investment Committee and Chief Investment Officer.

Bobby James is a financial advisor at TFR Capital with Series 63 and Series 65 licenses and 41 years of industry experience. He has previously worked at SCF Investment Advisors, INC. and Texas Financial Resources Inc. In addition to his advisory role, James serves as a trustee and assistant to trustees at The Sam Field Foster Foundation, coordinating operations and distributions. TFR Capital provides personalized financial planning and discretionary investment management to individuals, including high-net-worth clients, and entities such as family offices, trusts, estates, and private foundations. The firm’s investment approach combines fundamental, quantitative, and technical analysis overseen by an Investment Committee and implemented by a Chief Investment Officer, focusing on long-term strategies with flexibility for shorter-term trades.

Bryan Leinart is a financial advisor at TFR Capital with 18 years of industry experience. He holds a Series 65 credential and has previously worked at SCF Investment Advisors, Heritage Wealth Management, and TFR Advisors LLP. Outside of his advisory role, Leinart serves as a director at Cambridge Advisors, Inc. and is involved in consulting and life, health, and disability insurance sales. TFR Capital provides personalized financial planning and discretionary investment management to individuals, including high-net-worth clients, as well as entities such as family offices, trusts, and qualified retirement plans. The firm’s investment process integrates fundamental, quantitative, and technical analysis, overseen by an investment committee and implemented by a chief investment officer.

Michael Crawford is a financial advisor at TFR Capital with nine years of industry experience. He holds a Series 65 designation and previously worked at SCF Investment Advisors, Inc. and Texas Financial Resources. Outside of his advisory role, he serves as Vice Chair of the Board of Directors for the Princeton Economic Development Corporation and officiates youth baseball games as a baseball umpire. TFR Capital, LLC provides personalized financial planning and discretionary investment management to individuals and entities including high-net-worth clients, family offices, trusts, and qualified retirement plans. The firm’s investment process involves a thorough assessment of liquidity needs and portfolio allocations, combining multiple analytical approaches under an Investment Committee and Chief Investment Officer’s oversight.