Lisa Romero
Operations
Operations
Lisa Reinhardt
Lori Booth-Houle
Lisa Romero is a communications and brand strategist, team builder, and strategic storyteller with more than three decades of experience helping mission-driven organizations define and express who they are in ways that are thoughtful, powerful, and credible. Lisa believes that at its best, effective brand communication does more than just inform. It shapes how people understand and connect, and sits at the heart of every strong company.
Lisa has worked across corporate, nonprofit, science, health, and higher education sectors, partnering with leaders to translate organizational goals and concepts into communication that is accessible and relevant.
Before assuming her role as Manager of Communications and Public Relations at TCI Wealth Advisors, Lisa spent 14 years at the University of Arizona, most recently serving as Associate Vice President of Communications and Marketing, and previously, as executive director of public affairs and engagement for the BIO5 Institute. There, she built strategic platforms and teams that elevated visibility, advanced thought leadership, and connected highly technical work to broader audiences. Prior to that, Lisa served as Director of Communications and Strategic Engagement at the Critical Path Institute (C-Path).
Today, her focus at TCI is simple in concept, but nuanced in execution. Lisa helps the firm show up in a way that reflects both the depth of its expertise and the humanity behind it. In a relationship-driven business, she cares deeply about work that is grounded in purpose and considers how content feels as much as how it performs, long before a first conversation ever takes place.
As a Tucson native who has also raised her children here, Lisa is proud to contribute to causes and organizations that positively shape our community, create meaningful connections, and further opportunity in our region. She has had the good fortune to hold leadership roles in nine high-profile Southern Arizona organizations and advise numerous executives and companies throughout her career.
My greatest happiness and fulfillment come from my family, meaningful work, supportive friendships, travel, and the everyday joy of spending time with my dogs.
4011 E. Sunrise Dr.
Tucson, Arizona 85718
Phone: (866) 291-3272
lisa.romero@tciwealth.comEducation
Arizona State University
BS Justice StudiesAccreditations, Awards & Accolades
Hobbies & INTEREST
Traveling
Foodie
Photography
Hiking
Home Improvement
Adam Sullivan
AdvisorAddison Adelberg, CFP®
AdvisorAdrian Sandoval
ManagementAlice DeWitt
ManagementAmy Richardson, CFP®, CWS®, MBA, CPWA®
Shareholder, ManagementAnaleise Trevillyan
Client ServiceAndrea Frazer, CFP®
Financial Planning AssociateAndrew Riebe
Financial Planning AssociateAndy Martinez
Financial Planning AssociateAnita Denton, FPQP™
Client ServiceArt Tellez
Shareholder, ManagementAshley Boykin
Financial Planning AssociateAshley Swift, MBA, FPQP™
Shareholder, ManagementAubree Jensen, MBA
Shareholder, ManagementBen Kappler
OperationsBentley Sanes
OperationsBethany Hustin
Client ServiceBill Moss
Tci EmeritusBrad Hostetler, CFP®
Financial Planning AssociateCarolina Gillis
OperationsCasey O’Donovan, CFP®
AdvisorCatherine Nichols, J.D.
Tci EmeritusCharlie Peck
Shareholder, ManagementCheri Bustamante
OperationsCody 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™
Shareholder, ManagementDevon Brown
Client ServiceDouglas L. Nelson, CPA, PFS
Tci EmeritusDylan Gibson
OperationsEden Bailey, FPQP™
Client ServiceGuy Holman, CFP®
Advisor, ShareholderHailey Pakkala
Client ServiceHank Peck
Tci EmeritusHayley Malone, CPA
AdvisorHeather Skay
Client ServiceIsaac Walshaw, CFP®
Financial Planning AssociateJack Kilkenny
OperationsJen Nevenhoven
Shareholder, ManagementJennifer Means, MBA, CFP®
Advisor, ShareholderJennifer Olson
ManagementJerico Maddela, MBA, CFP®, AIF®, CWS®
AdvisorJessica Nelson, PhD, LMFT
Financial Planning Associate, ManagementJohn Stephens, MD, MBA, CFA, CFP®
Advisor, ShareholderJosh Baird
OperationsJosh Fisher
Client ServiceJosh Rennie, MBA, CFP®, AIF®
AdvisorJuan Sicco, CFA, CFP®
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®, CAP®
AdvisorKyle Larson, CFP®
Advisor, ShareholderLauren Janky, FPQP™
Client ServiceLauren Stevenson
Client ServiceLauren Williams, CFP®, MBA
Advisor, ShareholderLily Graves, CFP®, CSRIC™
Advisor, ShareholderLisa Reinhardt
Client ServiceLisa Romero
OperationsLori Booth-Houle
Tci EmeritusLuis Yanez
Financial Planning AssociateMaggie Puig
OperationsMakayla Maher
Client ServiceMarshall Riebe, M.S., FPQP™
AdvisorMary Hardy-Means, FPQP™
Client ServiceMatt Schmack, MBA
Client ServiceMelissa Plenge, FPQP™
ManagementMichael Grosso, CFP®
Advisor, ShareholderMichael Preis, CFA®
Michaela Pettijohn
OperationsMickey Abeshaus, MD, CFP®
Advisor, ShareholderMike Sullivan
Tci EmeritusMissy Eddy, MBA
Shareholder, ManagementNicole Gaudioso, FPQP™
OperationsRob Rynders, CFP®, CAP®
AdvisorRobbie Petrillo, QPA™, QKA®
AdvisorRobert Swift
Tci EmeritusRory Barnes
OperationsRyan Halvorson, CFP®
Advisor, Shareholder, ManagementSam Gomez
Client ServiceSam Swift, CFA, CFP®, AIF®
Advisor, Shareholder, ManagementSarah Oxford, FPQP™
Client ServiceSaul Lopez
OperationsScott Bennett, CFP®
Advisor, ShareholderScott Styrmoe, MBA, CPA, CFP®
Advisor, ShareholderShane Abeshaus
OperationsSimone Gehner, LL.M, IACCP®
Shareholder, ManagementSkylar Robles
Client ServiceStephanie Sutterley, FPQP™
Client ServiceTara Murphy
OperationsThomas Savage
Financial Planning AssociateTom Logan, CFP®
Financial Planning AssociateToni Bilesimo, FPQP™
Client ServiceTracy Sanes, SHRM-CP, FPQP™
OperationsTroy Chrane, CFP®, MSPFP
AdvisorValeria Larreategui
Client ServiceVanessa Burke Lee, MBA, CPA, CFP®, CFT™
Advisor, Shareholder4011 E. Sunrise Dr.
Tucson, Arizona 85718
Phone: (866) 291-3272
lisa.romero@tciwealth.com