Douglas L. Nelson, CPA, PFS
Advisor, Shareholder
Devon Brown
Dylan Gibson
From the beginning, I wanted to bring the integrity of the CPA world into the financial planning world. When we say clients come first, we mean it. Every aspect of our firm makes this promise a priority. From client communications to one-on-one contact, we promote and support only options in the best interest of the client.
As both a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS), I like to say my purpose is “saving people from the Dark Side.” Through respect, honor, dignity and time-tested data, I help inform my clients and friends that investment success goes beyond the portfolio and annual returns. A successful investment journey also involves aligning one’s lifestyle goals with their strategic wealth plans in order to achieve their dreams and aspirations.
With more than 30 years of experience, I support a diverse range of clients, including business owners, executives and retirees. After more than a decade in public accounting, I transitioned to the wealth advisor industry at the insistence of my clients. They believed in me and my approach, and eventually they entrusted me with their financial futures. From the beginning, I wanted to bring the integrity of the CPA world into the financial planning world. Maintaining this promise is what motivates me every day.
My family, especially my wife, Brenda, also motivates me. Together, we’ve had many adventures all across the West Coast. From Lake Tahoe to Santa Fe and now our current home in Tucson. We’ve been fortunate to find and help foster a sense of community wherever we’ve gone.
What is a fun fact about yourself?
I’m a published author. In 2011, I wrote Art, Artists & Money with the goal of helping creative professionals better understand their financial options as artists. In 2018, I co-authored the book, Beyond the Game: An MBA for Professional Athletes, which empowers athletes and their families to more clearly understand the relationship between their athletic careers and financial futures.
What do you like to do in your free time?
My granddaughters are my greatest joy these days and Brenda and I enjoy spending as much time with them and our children as possible. I’m passionate about fly fishing. I’m also a big fan of craft beer, single-malt whiskeys, and cigars. I exercise regularly to keep my vices under control. I also stay “civilized” as Brenda takes me to art galleries, shows and openings.
Favorite part of TCI:
I am passionate about doing the right thing and looking out for the best interests of others. I’m proud to say as an Advisor, Shareholder and Founder, as TCI continues to expand and grow, we are still rooted in the same values when the firm was founded more than 30 years ago–our clients and our team come first.
Get in touch with Douglas L. Nelson, CPA, PFS
4011 E. Sunrise Dr.
Tucson, Arizona 85718
Phone: (520) 733-1477
doug.nelson@tciwealth.comEducation
-
California State Polytechnic University, Humboldt
Bachelor of Science in Accounting
Accreditations, Awards & Accolades
- CPA – Certified Professional Accountant
- PFS – Personal Financial Specialist
Douglas's Picks
Hobbies & INTEREST
Fishing
Fitness
- Advisors
- Client Service
- Operations
- Retirement Plans
- Shareholders
Aaron Seese
OperationsAdam Sullivan
AdvisorAddison Adelberg, CFP®
AdvisorAdrian Sandoval
OperationsAlice DeWitt
Operations, ManagementAmy Richardson, CFP®, CWS®, MBA, CPWA®
Shareholder, ManagementAnaleise Trevillyan
Client ServiceAndrea Frazer, CFP®
Financial Planning AssociateAndrew Riebe
Client ServiceAnita 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
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
Advisor, ShareholderDylan Gibson
OperationsEden Bailey, FPQP™
Client ServiceGuy Holman, CFP®
Advisor, ShareholderHailey Pakkala
Client ServiceHank Peck
Tci EmeritusHayley Malone, CPA
Financial Planning AssociateHeather 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
ManagementJohn Stephens, MD, MBA, CFA, CFP®
Advisor, ShareholderJosh Baird
OperationsJosh Fisher
Client ServiceJosh 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®, CAP®
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
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®
ManagementMichaela Pettijohn
OperationsMickey Abeshaus, MD, CFP®
Advisor, ShareholderMike Sullivan
Tci EmeritusMiranda Soeder, FPQP™
Client ServiceMissy Eddy, MBA
Shareholder, ManagementNicole Gaudioso, FPQP™
OperationsRob Rynders, CFP®, CAP®
AdvisorRobbie Petrillo, QPA™, QKA®
AdvisorRobert Swift
Tci EmeritusRory Barnes
OperationsRyan Halvorson, CFP®
Advisor, ShareholderSam 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, FPQP™
OperationsTroy Chrane, CFP®, MSPFP
AdvisorValeria Larreategui
Client ServiceVanessa Burke Lee, MBA, CPA, CFP®, CFT™
Advisor, ShareholderGet in touch with Douglas L. Nelson, CPA, PFS
4011 E. Sunrise Dr.
Tucson, Arizona 85718
Phone: (520) 733-1477
doug.nelson@tciwealth.com