Amy Richardson, CFP®, CWS®, MBA, CPWA®
Shareholder, Management
Shareholder, Management
Alice DeWitt
Analeise Trevillyan
At the core of my principles lies a fundamental value: an unwavering commitment to continuous self-development, driven by the belief that it enables me to make a more significant and positive impact on others. This principle is embodied in my role as Director of Advisory Services and Shareholder at TCI Wealth Advisors, where I have the opportunity to help coach and develop our advisor teams.
After graduating from the University of Denver, I began my career with Lehman Brothers in Chicago, IL. That initial experience became a defining moment, shaping my approach to working closely with individuals and families to navigate their investment strategies. Fueling my commitment to a comprehensive approach, I dedicated time to earn my CERTIFIED FINANCIAL PLANNER™ certification, coupled with additional qualifications such as the Certified Wealth Strategist® designation and an MBA. Although I enjoyed the Windy City, Colorado called me home. Most recently, I held a leadership position at Charles Schwab & Co.
Working with others to help them achieve their goals has always been my passion, and I feel privileged to be part of the incredible team here at TCI.
I’m proud to call Colorado my home, having been born and raised in Littleton. In my free time, I cherish moments with my rescue dog, Kenzie, and together we explore the stunning landscapes of Colorado through activities like hiking, camping, skiing and enjoying mountain air… Colorado is just so special! I’m a devoted fan of the Denver Broncos and I also find joy in reading and traveling.
Volunteering to enhance and support my local community and the financial planning industry is very important to me. I am proud to be an active member and past president of the Denver Metro South Rotary Club, as well as a current contributor to the Professional Standards Committee for the Financial Planning Standards Board.
1401 17th Street, Suite 330
Denver, CO 80202
Phone: (303) 296-2196
amy.richardson@tciwealth.comHobbies & INTEREST
Traveling
Hiking
Volunteering
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, ShareholderHank 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 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
OperationsMarshall 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, Shareholder1401 17th Street, Suite 330
Denver, CO 80202
Phone: (303) 296-2196
amy.richardson@tciwealth.com