
Trisa Summers, CFP®, a shareholder at TCI Wealth Advisors (”TCI”) graduated from CSU-Sacramento with a degree in Elementary Education. She joined AQN Advisors in 1999, which later merged with TCI, after her family had been a client of the firm for many years. Trisa brings a strong and very diverse skill set to TCI after serving as Chief Compliance Officer and Office Manager for AQN Advisors prior to the merger. Trisa enjoys working closely with her clients in helping them reach their goals.
Trisa, her a husband Brad, and their two daughters were longtime residents of the Reno/Tahoe area before moving to Scottsdale, AZ in 2008. She is actively involved with community youth sports as well as a strong supporter of her daughters’ various philanthropic and social activities. Trisa is a member of Women of Scottsdale, National Associated of Women Business Owners, and remains a loyal University of Southern California supporter. She and her family enjoy the outdoors; playing golf, swimming or riding bikes are some of their favorite activities.


