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- Departure of CFO (new) — Current CFO is retiring from both her executive role and board seat in January 2027.
TFS Financial CFO Meredith Weil to retire January 2027; names bank veteran as successor
Filed April 2, 2026 · Period ending April 2, 2026 · ~1 min read
Key Changes
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CFO Meredith Weil will retire in January 2027, stepping down from both her executive role and board seat after leading the company's finance function.
Item 5.02 verify on EDGAR → -
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James LaRocca, 42, will join as VP and Finance Officer on June 29, 2026, then succeed Weil as CFO upon her retirement, providing a seven-month transition period.
Item 5.02 verify on EDGAR → -
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LaRocca brings banking CFO experience from Westfield Bank in Ohio, where he spent 16 years in finance leadership roles and served as Executive VP and CFO.
Item 5.02 verify on EDGAR →
Summary
TFS Financial announced a planned leadership transition in its finance function. Current CFO Meredith Weil will retire in January 2027 after serving in dual roles as both chief financial officer and board member. The company has named James LaRocca, a 42-year-old banking veteran and CPA, as her successor.
LaRocca will join TFS Financial on June 29, 2026 as Vice President and Finance Officer, providing a seven-month overlap period before assuming the CFO title when Weil retires. He comes from Westfield Bank in Ohio, where he most recently served as Executive VP and CFO after 16 years in various finance and accounting leadership positions.
For investors, the extended transition timeline suggests orderly succession planning rather than an abrupt departure. Watch for LaRocca's first earnings call as CFO in early 2027 to assess his communication style and strategic priorities for the finance function.
Section-by-Section Diff
Event · Item 5.02 — Departure of Directors or Certain Officers; Election of Directors; Compensation
Item 5.02 — Departure of Directors or Certain Officers; Election of Directors; Compensation filed; see Key Changes for terms.
Added in current filing · verify on EDGAR →
Meredith S. Weil, a member of the Board of Directors (“the Board”) and Chief Financial Officer, will retire from her employment and her position on the Board effective January 2027.
The company disclosed that its current Chief Financial Officer, Meredith S. Weil, will retire in January 2027. She will step down from both her CFO role and her seat on the Board of Directors. This represents a planned leadership transition at the executive level.
Added in current filing · verify on EDGAR →
James E. LaRocca, 42, will join the Company as Vice President and as Finance and Accounting Officer of Third Federal on June 29, 2026. It is anticipated that he will succeed Ms. Weil as Chief Financial Officer of the Company upon her retirement.
James LaRocca will join the company on June 29, 2026 as Vice President and Finance and Accounting Officer, with the expectation that he will become CFO when Weil retires in January 2027. LaRocca previously served as Executive Vice President and CFO at Westfield Bank and is a certified public accountant. This provides continuity and transition time before the CFO change becomes effective.
Added in current filing · verify on EDGAR →
Mr. LaRocca most recently held the role of Executive Vice President and Chief Financial Officer at Westfield Bank in Westfield Center, Ohio. He joined Westfield in 2010 and has served in multiple leadership positions within the accounting and finance departments. Mr. LaRocca is a certified public accountant registered in the state of Ohio.
The filing provides background on the incoming CFO successor, noting his prior CFO experience at another Ohio bank and his 16-year tenure there in various finance and accounting leadership roles. His CPA credential and banking industry experience suggest he brings relevant qualifications to the role.
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Figures/quotes linked to EDGAR · Narrative written by AI · Jun 3, 2026 · How we verify