Tucson Financial Planning

Finding a Tucson wealth advisor who truly cares about your individual goals and respects and understands your unique needs can be challenging. You also want an advisor who is transparent, unbiased, and skilled at explaining financial concepts in a way that not only makes sense to you, but gets you excited to discuss your finances.

Whether you’re searching for sound investment advice, tax planning, a customized cash flow strategy, or estate planning for your and your family’s future, our Tucson wealth advisors can help.

At TCI, we know that you have many Tucson wealth management firms to choose from. When you work with your TCI team, you can feel confident that your financial plan meets your unique needs and goals. That’s what separates our wealth management team from our competitors.

Our Services

Services Overview

TCI’s Tucson wealth management office is located in the foothills on Sunrise near La Paloma. Stop by our office, give us a call, or send us a secure message online to talk about our wealth management services.

To grow your wealth and create the life that you want, you need a trusted financial advisor who understands your lifestyle, future goals, financial habits, and vision for success. Without that connection and understanding, your financial strategy will fall short of its potential.

That’s why every partnership with a Tucson wealth advisor begins with a comprehensive discovery phase. During this phase, your advisor will get to know all about you before crafting a custom financial plan to help meet your goals. Whether you come to TCI for retirement planning, investment strategy, or financial education, you can expect advisory services offered with transparency, warmth, and clarity.

Who We Are

Team


Lily Styrmoe, CFP®, CSRIC™

I’ve lived in Arizona most of my life and love the mountains, the mix of culture and even the hot weather. Growing up and going to school here has given me a healthy respect for our environment, an appreciation for adventure, and a genuine love for the outdoors; passion I apply to every aspect of my personal and professional life.

I spend as much time outdoors as possible; backpacking, river rafting, rock climbing, running, biking, playing tennis and more. When not outside, I’m usually spending time with my family, cooking them meals and trying new recipes. I truly enjoy the incredible cuisine, outdoor opportunities, and all the cultural diversity Arizona has to offer.

Before becoming a Financial Advisor for TCI, I spent years as a backpacking and river rafting guide in the Grand Canyon. While not the career path most financial advisors typically take, my vast experience as a backcountry guide prepared me for my current role as a CERTIFIED FINANCIAL PLANNER™ in a variety of wonderful ways from preparation to planning to putting others first.

Sure, the “summits” are somewhat different, but the approach to success is very similar in each guidance role. Helping people overcome obstacles and rise to challenges. Ensuring that those you’re leading are successful and stay on track, every step of the way. Building trusted, transparent relationships with those around me. Developing and sticking to a well-thought out plan. Starting at the bottom, and working together to reach the top. And of course, relying on expertise, experience and true guidance to achieve your goal.

I have always loved helping people. It may sound cliché, but for me, guiding others and a goal-driven approach to life is in my DNA. My clients’ needs always come first, and this client-centric care is also a core belief at TCI who put as much focus on fostering relationships as they do on fiduciary responsibility. Dedication to ensuring my clients are well informed and well-cared for – that they’re happy and successful – is paramount for me and what I’m proudest of.

I grew up as the daughter of a successful financial planner and graduated Magna Cum Laude at Northern Arizona University with a degree in Environmental Studies, so financial planning and planet earth are equally important to me. As such, my particular area of expertise is in sustainable, responsible and impact investing – aligning your long term investment strategy and overarching financial plan with your core values, specifically environmental and socially responsible focused goals.

Whatever your goals may be, I believe that a fear of failure should never stop someone from pursuing what is important to them. With sound planning, experienced support, and a good strategy in place, you can achieve your financial dreams!

I would love the opportunity to be your expert guide on this investment journey, ensuring you have the proper plan and people around you to reach the summit of your success.

Tucson Team:

Addison Adelberg, CFP®, FPQP™

Financial Planning Associate

Adrian Sandoval

Operations

Alice DeWitt

Operations

Amy Richardson, CFP®, CWS®, MBA

Client Service

Andrea Frazer, CFP®

Financial Planning Associate

Andrew Riebe

Operations

Anita Denton, FPQP™

Client Service

Art Tellez

Client Service, Shareholder

Ashley Boykin

Client Service

Ashley Swift, MBA, FPQP™

Operations, Shareholder

Aubree Jensen, MBA

Operations, Shareholder

Ben Kappler

Operations

Bentley Sanes

Operations

Bethany Hustin

Client Service

Bill Moss

TCI Emeritus

Carolina Gillis

Operations

Casey O’Donovan

Financial Planning Associate

Charlie Peck

Operations, Shareholder

Cheri Bustamante

Operations

Christina Slater, MBA, FPQP™

Client Service

Cody Cassidy, CFP®

Advisor, Shareholder

Connie Chan

Financial Planning Associate

Connor Sullivan

Operations

Craig Coltharp, FPQP™

Client Service

Danielle Burgess

Client Service

Danielle Larcom

Operations

Dawnette Sweet, FPQP™, CEP®

Client Service, Shareholder

Debbie Hixson, FPQP™

Client Service, Shareholder

Devon Brown

Financial Planning Associate

Douglas L. Nelson, CPA, PFS

Advisor, Shareholder

Eden Bailey, FPQP™

Client Service

Guy Holman, CFP®

Advisor, Shareholder

Hank Peck

TCI Emeritus

Heather Skay

Client Service

Jack Kilkenny

Operations

Jen Nevenhoven

Operations, Shareholder

Jennifer Means, MBA, CFP®

Advisor, Shareholder

Jennifer Olson

Client Service

Jerico Maddela, MBA, CFP®, AIF®, CWS®

Advisor

Jessica Nelson, PhD, LMFT

Financial Planning Associate

John Stephens, MD, MBA, CFA, CFP®

Advisor, Shareholder

Josh Cohen

Operations

Josh Rennie, MBA, CFP®, AIF®

Advisor

Juan Sicco, CFA

Financial Planning Associate

Justin Rodriguez, CFP®

Advisor, Shareholder

Justin Thomas, CFP®

Advisor, Shareholder

Kayla Marjanović

Operations

Kelly Cox, FPQP™

Operations

Kelly Weber, FPQP™

Client Service

Ken Riebe

Advisor, Shareholder

Kenzie Trusela

Client Service

Kim Peterson, FPQP™

Client Service

Kristen Zaitz

Client Service

Kristofer Lyons, CFP®, CWS®, ChFC®

Advisor

Kyle Larson, CFP®

Advisor, Shareholder

Lauren Janky, FPQP™

Client Service

Lauren Williams, CFP®, MBA

Advisor, Shareholder

Lily Styrmoe, CFP®, CSRIC™

Advisor, Shareholder

Lisa Reinhardt

Client Service

Lori Booth-Houle

TCI Emeritus

Luis Yanez

Financial Planning Associate

Maggie Puig

Operations

Marshall Riebe, M.S., FPQP™

Financial Planning Associate

Mary Hardy-Means, FPQP™

Client Service

Matt Schmack, MBA

Client Service

Melissa Plenge, FPQP™

Client Service

Meredith Dean, RICP®

Financial Planning Associate

Michael Grosso, CFP®

Advisor, Shareholder

Michaela Cosentino

Operations

Mickey Abeshaus, MD, CFP®

Advisor, Shareholder

Mike Sullivan

TCI Emeritus

Miranda Soeder, FPQP™

Client Service

Missy Eddy, MBA

Operations, Shareholder

Nicole Gaudioso, FPQP™

Operations

Rob Rynders, CFP®

Financial Planning Associate

Robert Swift

TCI Emeritus

Rory Barnes

Operations

Ryan Halvorson, CFP®

Advisor

Sam Gomez

Client Service

Sam Swift, CFA, CFP®, AIF®

Advisor, Retirement Plans, Shareholder

Sarah Oxford, FPQP™

Client Service

Scott Bennett, CFP®

Advisor, Shareholder

Scott Styrmoe, MBA, CPA, CFP®

Advisor, Shareholder

Shane Abeshaus

Operations

Shawn Williams

Client Service

Simone Gehner, LL.M, IACCP®

Operations, Shareholder

Skylar Robles

Client Service

Stephanie Sutterley, FPQP™

Client Service

Tom Logan

Financial Planning Associate

Toni Bilesimo, FPQP™

Client Service

Tracy Sanes, FPQP™

Operations

Troy Chrane, CFP®, MSPFP

Advisor

Vanessa Burke Lee, MBA, CPA, CFP®, CFT™

Advisor, Shareholder

Our Service

Areas of Expertise

As the largest registered investment advisory firm in Tucson, we have the breadth and depth of expertise to handle your financial planning needs. With over 30 years of experience and passion for superior client service, you can be sure you’ve chosen the best wealth management firm in Tucson.

In 2020, Gallup recognized TCI Wealth Advisors as a 2020 Exceptional Workplace Award winner, the only Registered Investment Advisor (RIA) on the West Coast to be included. We’re proud to have been recognized as a leader in our industry and honored to receive the following other awards:

  • Top 12 Best Financial Advisors in Phoenix & Scottsdale by AdvisoryHQ, 2020
  • TCI Ranked #125 of 700 RIA Firms by Financial Advisor, 2019
  • Top 300 Investment Advisors in the US by Financial Times, 2019

 

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she/they will experience a certain level of results if TCI is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of TCI by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. TCI does not pay fees to be considered for any ranking or recognition but may purchase plaques or reprints to publicize rankings.

Our Community

Tucson Organizations Close to Our Hearts

The TCI team in Tucson is proud to work with and sponsor local organizations that are close to our hearts. 

TCI Wealth in Tucson is a sponsor/member of:

Contact Headshot Image

Let’s talk

If you are searching for Tucson wealth management advisors who put client interests first, who communicate with honesty and warmth, and who are dedicated to providing independent investment and financial planning advice, choose TCI. Whether you come to TCI for investment strategy, tax planning, cash flow strategy, or financial education, you can expect advisory services offered with transparency, kindness, and clarity.

In addition to Tucson, we’re also proud to serve Scottsdale, Flagstaff, Reno, and Denver. If you have questions for our firm or you’d like to see if we’re a good fit for each other, fill out the form below. We’d love to hear from you.

4011 E. Sunrise Dr.
Tucson, AZ 85718

Phone: (520) 733-1477
Fax: (520) 733-1488