Alex Delgado
Operations
Operations
Adrian Sandoval
Alice DeWitt
As an Investment Management Associate at TCI Wealth Advisors, I bring a strong background in finance and trading to support our clients’ investment strategies. My journey began at Indiana University’s Kelley School of Business, where I earned a double major in Finance and Operations Management in 2017. From there, I launched my career in wealth management in Chicago. Over the years, I’ve gained hands-on experience as an investment advisor, private client banker, and senior trading specialist at firms including JP Morgan Chase and Charles Schwab. Along the way, I earned my Series 3, 7, and 66 certifications and developed a particular interest in macroeconomic trends and the role of interest rates in shaping the broader economy.
In 2022, my fiancée Haley and I made the move to Arizona so she could pursue a residency at the Mayo Clinic. We’ve loved exploring the state with our German Shepherd, Sheffield especially the hiking trails around McDowell Mountain. When I’m not working or golfing, I’m catching a football game or planning our next road trip around the Southwest.
I enjoy staying up to date with what’s happening in the markets and helping clients filter out the noise to focus on what truly matters to their financial lives. What makes that even more fulfilling is being part of a firm like TCI, where people come first. From the supportive culture to the flexibility and trust we’re given in our roles, TCI empowers us to bring clarity and confidence to our clients while contributing to a workplace that feels genuinely collaborative and community-focused.
Arizona has given my fiancée and me so many opportunities to explore the Southwest. We’ve taken road trips to Flagstaff, Telluride, Moab and Durango some of our favorite adventures so far. Finding a healthy work-life balance has allowed us to create incredible memories, and that’s something I deeply value.
6929 E Greenway Pkwy #150
Scottsdale, AZ 85254
Phone: (480) 991-0401
alex.delgado@tciwealth.comEducation
Indiana University
BS in Business, Finance and Operations ManagementAccreditations, Awards & Accolades
Hobbies & INTEREST
Golfing
Traveling
Cooking
Addison Adelberg, CFP®
AdvisorAdrian Sandoval
OperationsAlex Delgado
OperationsAlice DeWitt
OperationsAmy Richardson, CFP®, CWS®, MBA, CPWA®
Operations, ShareholderAnaleise Trevillyan
Client ServiceAndrea Frazer, CFP®
Financial Planning AssociateAndrew Riebe
OperationsAnita Denton, FPQP™
Client ServiceArt Tellez
Operations, ShareholderAshley Boykin
Client ServiceAshley Swift, MBA, FPQP™
Operations, ShareholderAubree Jensen, MBA
Operations, ShareholderBen Kappler
OperationsBentley Sanes
OperationsBethany Hustin
Client ServiceBill Moss
Tci EmeritusBrad Hostetler
Financial Planning AssociateBrooke Williams
Client ServiceCarolina Gillis
OperationsCasey O’Donovan
Financial Planning AssociateCatherine Nichols, J.D.
Operations, ShareholderCharlie Peck
Operations, ShareholderCheri Bustamante
OperationsChristina Slater, MBA, FPQP™
Client ServiceCody Cassidy, CFP®
Advisor, ShareholderConnie Chan
Financial Planning AssociateConnor Conine, MBA
Client ServiceConnor Sullivan
OperationsCraig Coltharp, FPQP™
Client ServiceDanielle Burgess
Client ServiceDanielle Larcom
OperationsDawnette Sweet, FPQP™, CEP®
Client Service, ShareholderDebbie Hixson, FPQP™
Operations, ShareholderDevon Brown
Financial Planning AssociateDouglas L. Nelson, CPA, PFS
Advisor, ShareholderEden Bailey, FPQP™
Client ServiceErica Goldson
Client ServiceGuy Holman, CFP®
Advisor, ShareholderHank Peck
Tci EmeritusHayley Malone, CPA
Financial Planning AssociateHeather Skay
Client ServiceJack Kilkenny
OperationsJackson Burns
OperationsJen Nevenhoven
Operations, ShareholderJennifer Means, MBA, CFP®
Advisor, ShareholderJennifer Olson
OperationsJerico Maddela, MBA, CFP®, AIF®, CWS®
AdvisorJessica Nelson, PhD, LMFT
Financial Planning AssociateJohn Stephens, MD, MBA, CFA, CFP®
Advisor, ShareholderJosh Baird
OperationsJosh Cohen
OperationsJosh Rennie, MBA, CFP®, AIF®
AdvisorJuan Sicco, CFA
Financial Planning AssociateJustin Rodriguez, CFP®
Advisor, ShareholderJustin Thomas, CFP®
Advisor, ShareholderKayla Marjanović
OperationsKelly Cox, FPQP™
OperationsKelly Weber
Client ServiceKen Riebe
Advisor, ShareholderKenzie Trusela
Client ServiceKim Peterson, FPQP™
Client ServiceKristen Zaitz
Client ServiceKristofer Lyons, CFP®, CWS®, ChFC®
AdvisorKyle Larson, CFP®
Advisor, ShareholderLauren Janky, FPQP™
Client ServiceLauren Williams, CFP®, MBA
Advisor, ShareholderLily Graves, CFP®, CSRIC™
Advisor, ShareholderLisa Reinhardt
Client ServiceLori Booth-Houle
Tci EmeritusLuis Yanez
Financial Planning AssociateMaggie Puig
OperationsMarshall Riebe, M.S., FPQP™
Financial Planning AssociateMary Hardy-Means, FPQP™
Client ServiceMatt Schmack, MBA
Client ServiceMelissa Plenge, FPQP™
OperationsMeredith Dean, RICP®
Financial Planning AssociateMichael Grosso, CFP®
Advisor, ShareholderMichael Preis, CFA®
OperationsMichaela Cosentino
OperationsMickey Abeshaus, MD, CFP®
Advisor, ShareholderMike Sullivan
Tci EmeritusMiranda Soeder, FPQP™
Client ServiceMissy Eddy, MBA
Operations, ShareholderNicole Gaudioso, FPQP™
OperationsRob Rynders, CFP®
Financial Planning AssociateRobert Swift
Tci EmeritusRory Barnes
OperationsRyan Halvorson, CFP®
AdvisorSam Gomez
Client ServiceSam Swift, CFA, CFP®, AIF®
Advisor, Retirement Plans, ShareholderSarah Oxford, FPQP™
Client ServiceScott Bennett, CFP®
Advisor, ShareholderScott Styrmoe, MBA, CPA, CFP®
Advisor, ShareholderShane Abeshaus
OperationsShawn Williams
Client ServiceSimone Gehner, LL.M, IACCP®
Operations, ShareholderSkylar Robles
Client ServiceStephanie Sutterley, FPQP™
Client ServiceThomas Savage
Financial Planning AssociateTom Logan, CFP®
Financial Planning AssociateToni Bilesimo, FPQP™
Client ServiceTracy Sanes, FPQP™
OperationsTroy Chrane, CFP®, MSPFP
AdvisorVanessa Burke Lee, MBA, CPA, CFP®, CFT™
Advisor, Shareholder6929 E Greenway Pkwy #150
Scottsdale, AZ 85254
Phone: (480) 991-0401
alex.delgado@tciwealth.com