Lori Booth-Houle, CPA, CFP®

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lori_booth
Lori Booth-Houle, CPA, CFP®, an advisor and shareholder at TCI Wealth Advisors (“TCI”), earned a BS in accounting, summa cum laude from Johnson State College, Johnson, Vermont. After many years of working as a CPA in public and private accounting, Lori transitioned into wealth management, and became a CERTIFIED FINANCIAL PLANNER® in 2004. In 2009 she co-founded Moss Booth Wealth Advisors and was a shareholder and wealth advisor there. In January 2016, Moss Booth Wealth Advisors joined TCI Wealth Advisors.

Lori is a member of the American Institute of Certified Public Accountants (AICPA) as well as the AICPA’s Personal Financial Planning Section, the Arizona Society of Certified Public Accountants, and the Financial Planning Association.

Lori and her husband, Craig, love the outdoors. They are members of several local nonprofit trail preservation and maintenance groups, often participating in work projects to help build and maintain trail systems in North Phoenix. They are also very actively involved in the Desert Foothills Mountain Bike Association. Lori and Craig enjoy active travel and outdoor activities including hiking, backpacking and mountain biking with friends and family, often accompanied by their adventurous terrier mutt, Matsie.

“My deepest satisfaction in the wealth management process comes from forming a genuine partnership with clients, because there is far more to their lives than their investments. I want to know my clients’ plans and aspirations for the future, how they came to be where they are in life, and what causes they’re passionate about. Making that personal connection with clients helps me help them succeed in reaching their goals.”

 

Tucson

4011 E. Sunrise Dr.
Tucson, AZ 85718
Phone: (520) 733-1477
Fax: (520) 733-1488

Scottsdale

6929 Greenway Pkwy.
Ste.150
Scottsdale, AZ 85254
Phone: (480) 991-0401
Fax: (480) 991-0574

Flagstaff

150 W. Dale Ave.
Ste.1
Flagstaff, AZ 86001
Phone: (928) 226 -0868

Reno/Tahoe

4757 Caughlin Pkwy.
Ste.B
Reno, Nevada 89519
Phone: (775) 746-6255
Fax: (775) 746-6254

Santa Fe

215 W. San Francisco
Ste.202C
Santa Fe, NM 87501
Phone: (505) 982-3808

Denver

1228 15th St.,
Ste.300
Denver, CO 80202
Phone: (303) 296-2196
Fax: (303) 623-1144

Santa Monica

312 Arizona Ave.
Office 302
Santa Monica, CA 90401
Phone: (310) 319-6545
Fax: (520) 733-1488

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