John Stephens, MD, MBA, CFA, CFP®
Advisor, Shareholder
Advisor, Shareholder
Jessica Nelson, PhD, LMFT
Josh Cohen
I simply love seeing others succeed, whether it’s educating clients, exploring customized solutions, or empowering people to help their family and move their communities forward. My passion has always been for helping people, and I truly enjoy advising my clients and, together, achieving their personal definition of success.
As both a primary care physician and wealth advisor at TCI, helping people and a focus on the true measures of success have always been at the heart of everything I do. And blending health, wealth, and happiness has always been of paramount importance to me.
This intersection of these principles and an uncompromising commitment to the purity of “honoring the process” to determine an outcome is why I eagerly transitioned to financial planning two decades ago and no longer practice medicine.
Now I specialize in helping other doctors and senior level executives build and maintain their wealth, independent from their businesses, by providing the same professional quality of financial advice to my clients today as I did for my patients back when I was a physician.
Our investment philosophy at TCI is rooted in the belief that success in life is as much about emotional contentment, personal fulfillment and overall well-being as it is about reaching financial goals. For me personally, success includes staying active by cycling, hiking, or horseback riding, supporting our local community, still coaching youth sports or advocating for children’s health-care, and spending time with my wife and five daughters (and their families) whenever I can, whether it’s planning our next adventure, traveling the world together, or trying new food. That is my definition of success and what motivates me every day at home and at TCI.
My favorite and often most meaningful client questions come in the form of “I know this isn’t related to finance but…”. That is my real passion for financial planning. Some of wealth management is about the numbers, but so much more is at the intersection of peace of mind and well-being. I want my clients to be able to come to me with anything that is on their mind that they need a thought partner for.
Oh yes, we are definitely animal lovers! In fact, we have so many pets that I’ve lost count. Our property sits on a few acres, so we are able to have lots of dogs, cats, chickens, ducks, turtles, and more! Though our house can feel like a zoo sometimes – crazy and chaotic – I wouldn’t change it for anything, our pets are part of the family.
4011 E. Sunrise Dr.
Tucson, Arizona 85718
Phone: (520) 733-1477
Fax: (520) 733-1488
john.stephens@tciwealth.comSpend some time figuring out what you want your retirement to be like. You spent ample time planning out the path to being a physician, retirement planning should be no different. Even if retirement is a moving target, having goals in mind can keep you focused on achieving your long-term dreams.
Learn MoreStart funding a Roth IRA as soon as possible. While you don’t get an upfront tax break, your contributions and earnings grow tax-free. And if you’re of the retirement age, ensure that both your kids and your grandkids do it too! Quite simply, it’s one of the smartest money moves a young person can make.
Education
Arizona State University
MBA, Business Administration and ManagementUniversity of Arizona
MD in MedicineStanford University
Bachelor of Science in BiologyAccreditations, Awards & Accolades
John's Picks
Hobbies & INTEREST
Traveling
Hiking
Animal Lover
Addison Adelberg, CFP®, FPQP™
Financial Planning AssociateAdrian Sandoval
OperationsAlice DeWitt
OperationsAndrea Frazer, CFP®
Financial Planning AssociateAndrew Riebe
Client ServiceAnita Denton, FPQP™
Client ServiceArt Tellez
Client Service, ShareholderAshley Swift, MBA, FPQP™
Operations, ShareholderAubree Jensen, MBA
Operations, ShareholderBen Kappler
OperationsBentley Sanes
OperationsBethany Hustin
Client ServiceBritteny Battle, FPQP™
Client ServiceCarolina Gillis
Client ServiceCatherine Nichols, J.D.
Operations, ShareholderCharlie Peck
Operations, ShareholderCheri Bustamante
OperationsChristina Slater, FPQP™
Client ServiceCody Cassidy, CFP®
Advisor, ShareholderConnie Chan
Financial Planning AssociateConnor Sullivan
OperationsCraig Coltharp, FPQP™
Client ServiceDana Sandoval, CFP®
OperationsDanielle Larcom
OperationsDawnette Sweet, FPQP™, CEP®
Client Service, ShareholderDebbie Hixson, FPQP™
Client Service, ShareholderDevon Brown
Financial Planning AssociateDouglas L. Nelson, CPA, PFS
Advisor, ShareholderEden Bailey, FPQP™
Client ServiceGladys Rice, FPQP™
Client ServiceGuy Holman, CFP®
Advisor, ShareholderJack Kilkenny
OperationsJen Nevenhoven
Operations, ShareholderJennifer Botz
Client ServiceJennifer Means, MBA, CFP®
Advisor, ShareholderJessica Nelson, PhD, LMFT
Financial Planning AssociateJohn Stephens, MD, MBA, CFA, CFP®
Advisor, ShareholderJosh Cohen
OperationsJosh Rennie, MBA, CFP®, AIF®
AdvisorJuan Sicco
OperationsJustin Rodriguez, CFP®
Advisor, ShareholderJustin Thomas, CFP®
Advisor, ShareholderKayla Marjanović
OperationsKelly Cox, FPQP™
OperationsKelly Weber, FPQP™
Client ServiceKen Riebe
Advisor, ShareholderKim Peterson, FPQP™
Client ServiceKristen Zaitz
Client ServiceKyle Larson, CFP®
Advisor, ShareholderLauren Janky, FPQP™
Client ServiceLauren Williams, CFP®
Advisor, ShareholderLily Styrmoe, CFP®, CSRIC™
Advisor, ShareholderLisa Reinhardt
Client ServiceMarshall Riebe, FPQP™
Financial Planning AssociateMary Hardy-Means, FPQP™
Client ServiceMatt Schmack, MBA
Client ServiceMelissa Plenge, FPQP™
Client ServiceMichael Grosso, CFP®
Advisor, ShareholderMickey Abeshaus, MD, CFP®
Advisor, ShareholderMiranda Soeder, FPQP™
Client ServiceMissy Eddy, MBA
Operations, ShareholderMorgan Bell, FPQP™
Client ServiceNicole Gaudioso, FPQP™
OperationsRachel McCullough
Financial Planning AssociateRob Rynders
Financial Planning AssociateRobert Swift
Advisor, ShareholderRory Barnes
OperationsRoxanne L. Fickett, CTFA, AEP®, AAMS®
Client ServiceRyan Meredith
Financial Planning AssociateSam Swift, CFA, CFP®, AIF®
Advisor, Retirement Plans, ShareholderSara Watson, MBA
OperationsSarah Oxford, FPQP™
Client ServiceScott Bennett, CFP®
AdvisorScott Styrmoe, MBA, CPA, CFP®
Advisor, ShareholderShane Abeshaus
OperationsShawn Williams
Client ServiceSimone Gehner, LL.M, IACCP®
Operations, ShareholderSkylar Robles
Client ServiceStephanie Sutterley, FPQP™
Client ServiceTammy Morgan, FPQP™
Client Service, ShareholderTom Logan
Financial Planning AssociateToni Bilesimo, FPQP™
Client ServiceTracy Sanes, FPQP™
OperationsTroy Chrane, CFP®, MSPFP
Financial Planning AssociateValerie Farris, FPQP™
Client Service, Retirement PlansVanessa Burke Lee, MBA, CPA, CFP®
Advisor, Shareholder4011 E. Sunrise Dr.
Tucson, Arizona 85718
Phone: (520) 733-1477
Fax: (520) 733-1488
john.stephens@tciwealth.com