Edward P. Mahaffy
MBA, CFP®, ChFC®
PRESIDENT AND SENIOR PORTFOLIO MANAGER
(501) 603-0406
ED@CLIENTFIRSTWM.COM
Ed founded ClientFirst Wealth, Legacy & Estate Planning in 2007. Before that, he managed portfolios for commercial banks and charitable foundations. The discipline behind the firm's individual bond portfolios comes from that work.
Ed walked away from six securities licenses to launch ClientFirst as a fee-only fiduciary practice. He has not held a commission-bearing license since.
Rocklin Senavinin
CFP®
PARTNER FWM
Rocklin "Roc" has nearly 20 years of experience in the financial services industry and has dedicated his career to helping individuals live comfortably in retirement.
He works with individuals and families on their financial planning and complete wealth management needs. Roc is a CERTIFIED FINANCIAL PLANNER™ professional and holds a BBA degree in Finance. Roc is a member of the National Association of Personal Financial Advisors (NAPFA).
Tami Borland
CFP®
VP FINANCIAL PLANNING AND OPERATIONS
Tami joined ClientFirst in 2021 and brings over 15 years of experience in financial planning to the firm. She graduated from the University of Central Florida’s College of Business with a finance degree. After 10 years as a financial advisor, Tami decided to take a behind the scenes role as a financial planner and operations manager to dedicate more time to her family.
Will Mahaffy
J.D.
vp estate planning
Will Mahaffy brings a unique blend of business experience and legal acumen to Clientfirst Wealth, Legacy & Estate Planning. He graduated magna cum laude from Texas Christian University (TCU) with a BBA in Accounting, and after a successful start in property accounting, he pursued his Juris Doctorate at Texas A&M University School of Law, graduating cum laude.
Will’s transition to law was driven by a desire to serve others, leading him to discover his interest in estate planning. While working at the Texas A&M Probate and Estate Legal Clinic, he witnessed firsthand the immense impact thoughtful estate planning can have on families. Will’s core belief is that estate planning is about more than drafting documents; it is about safeguarding legacies, caring for loved ones, and removing their anxieties during difficult times.