Cheri Bustamante
Operations
Operations
Charlie Peck
Cody Cassidy, CFP®
I am a numbers person. As an internal accountant at TCI, I enjoy it all: analyzing numbers, completing reconciliations… you name it. While I may not interact directly with our clients, I am proud to be a part of a team that helps others reach their financial goals.
I’m a Tucson native and enjoy exploring the awe-inspiring desert scenery with my husband and daughter. I also enjoy hiking, baking and listening to music.
I’ve always wanted to ride in a hot air balloon!
There is just something special about the people of Tucson. The longer I live in this community, the more I realize that it’s such a “caring” community.
Besides spending time with my family, you can also find me in the kitchen baking. From cookies to cakes, baking is a passion of mine. The real icing on the cake is sharing my treats with others. It brings me so much joy!
4011 East Sunrise Dr.
Tucson, Arizona 85718
Phone: (520) 733-1477
cheri.bustamante@tciwealth.comEducation
Pima Community College
Hobbies & INTEREST
Baking
Hiking
DIY Projects
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, Shareholder4011 East Sunrise Dr.
Tucson, Arizona 85718
Phone: (520) 733-1477
cheri.bustamante@tciwealth.com