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Meet The Team

  • Todd Douma, CFP®

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    Founder of TMD & Associates

    Todd founded TMD & Associates in 1994 and is responsible for overseeing the firm's strategic direction, client services, and growth of the firm. He has significant experience in business planning and modeling, asset management, alternative assets, and complex financial management strategies. He graduated with honors from Arizona State University and has been a featured advisor in industry publications highlighting his planning and wealth management work. Todd holds a Bachelor of Science degree in Finance from Arizona State University, is a Certified Financial Planner (CFP®), and sits on numerous advisory positions for private funds and/or private companies.  

    While at ASU, Todd was a member of the baseball team and went on to play in the New York Mets farm system. Today, he is actively involved in the local community with his family, is a current board member for the Arizona Center for Nature Conservancy (Phoenix Zoo), and has held various positions with HOA boards and community sports. He and his wife Stephanie met in junior high school and have three children, two of which are twins. 

    Primary Duties at TMD

    • Provides strategic direction for the firm
    • Provides primary oversight of client services to the firm
    • Facilitates tax, retirement, estate, and other wealth management strategies
    • Sources alternative investment opportunities for our clients


















  • Shawn West, AIF®, CPFA®

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    Principal/ERISA Specialist

    Shawn is a Principal at CuraFin Advisors, the firm's ERISA affiliate, and is responsible for overseeing CuraFin's strategic direction and client service experience. He is an ERISA specialist with over a decade of knowledge in plan management.  

    Mr. West studied Psychology at Southern Illinois University and holds a Certified Plan Fiduciary Advisor (CPFA®) designation through the American Society of Pension Professionals & Actuaries (ASPPA). Additionally, he holds an Accredited Investment Fiduciary (AIF®) certification, is a member of the National Association of Plan Advisors (NAPA), serves on the Government Affairs Committee, and is a member of Vistage Worldwide. Shawn is a founding ambassador for TGen (Translational Genomics Research Institute), a member of PCH50 (Phoenix Children's Hospital Foundation), and has served on numerous local boards. 

    Primary Duties at TMD

    • Provides strategic direction for the ERISA division
    • Provides primary oversight of client services for our corporate clients
    • Analyzes client objectives, determines strategic and tactical plan design, selects platform providers, and implements and manages to these strategies


















  • Kate Lessenger

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    Client Services & Marketing

    As part of the Client Services team, Kate is responsible for client service needs and requests. She strives to strengthen relationships and consistently deliver an excellent client experience. She also contributes to the marketing and branding efforts of the firm.

    Kate brings extensive experience in administration, customer service, project management, and marketing. Prior to joining TMD, she held a management position at a Phoenix-based mutual fund where she had oversight of employee and client experience initiatives, brand design, and a team of administrative support specialists. Outside of work she enjoys traveling and spending time with her family.

    Primary Duties at TMD

    • Acts as a key point of contact for client service needs
    • Assists in scheduling portfolio reviews and wealth management meetings
    • Manages marketing and brand processes
  • Steven Neeley, MBA, CFP®

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    Portfolio Management

    Steven is an MBA and CFP® professional and has primary oversight for portfolio construction, research, and due diligence at TMD & Associates. He is a key member of the investment committee and provides extensive support and analysis of our investments for our advisors. He is also versed in business valuation and is actively involved in the due diligence process for our private equity and debt strategies.  

    Steven grew up in Indiana and received his BA from Indiana University, followed by an MBA from the Thunderbird School of Global Management. Utilizing his ability to speak Mandarin Chinese, Steven lived and worked in Taiwan for five years prior to moving to Arizona. As a result, he follows trends in international business and capital markets very closely, particularly in Asia. During his time abroad, Steven met his wife Julia and they relocated back to the U.S. to pursue a career in the financial services world. 

    Primary Duties at TMD

    • Acts as primary contact for portfolio construction, investment due diligence, and trading
    • Monitors the market for potential impact on client investments
    • Provides direct input for our alternative investment strategies



     

  • Susan Abbass, MBA

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    Susan web

    Compliance & Operations

    Susan is responsible for the day-to-day oversight of TMD’s compliance, firm personnel, and general operations. She oversees TMD’s compliance program, coordinates TMD's in-office workflow processes, and assists on due diligence of third-party vendors and interfaces with alternative asset administrators on an on-going basis.  

    She holds a BA from Bucknell University and an MBA from Pace University in Manhattan. Prior to joining TMD, Susan lived in New York City and worked for a decade on Wall Street for a foreign investment bank. She got her start in business at the U.S. Headquarters for Davidoff of Geneva, a Swiss importer of fine cigars and luxury goods.

    Susan speaks fluent German, enjoys travel and outdoor activities, and loves spending time with her two sons.

    Primary Duties at TMD

    • Manages the firm's compliance program, including employee training and interfacing with regulatory bodies
    • Provides primary oversight of TMD operations
    • Oversees quarterly fee billing process



     

     

     

  • Gavin Lyons, CFP®

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    Operations

    Gavin was an honors graduate of Fort Lewis College in Durango, Colorado and has been in the financial services industry ever since. He is a Certified Financial Planner (CFP®) and currently provides help with portfolio reporting, daily operations, analytics, trading, and the administration of our alternative investment strategies. 

    Gavin grew up in the Scottsdale area and moved to Durango to attend college, where he led the Fort Lewis College golf team to their first ever National Championship appearance. Gavin and his wife relocated to Arizona in 2016 to pursue his career with TMD. In addition to being a scratch golfer, he enjoys fishing, hiking, and spending time outdoors.

    Primary Duties at TMD

    • Provides direct oversight of the financial reporting for our clients
    • Oversees all alternative asset administration for the firm
    • Serves as primary contact for client technology services such as our TMD web portal and document management
    • Assists in planning and portfolio construction processes

    Primary Duties at TMD

    §   Provides direct oversight of the financial reporting for our clients

    §   Serves as primary contact for client technology services such as our TMD web portal and document management

    §   Handles alternative asset administration for the firm

    Assists in planning and portfolio construction processes