Justin Rodriguez, CFP®
Advisor, Shareholder
Advisor, Shareholder
Juan Sicco
Justin Thomas, CFP®
I love to try new things, master new skills and meet new people. My goal is to embody this every single day and with each conversation and all client interactions. Client-care above anything else. That’s at the forefront of all I do.
Life is to be experienced, so I am constantly pushing myself and seeking out new things to learn, compete in, and succeed with. As a college student, I earned Bachelor of Science degrees in both Finance and Accountancy from Arizona State University. Whether it’s in my professional life as a Certified Financial Planner™ or in my personal life – if it’s competitive, creative or challenging – it’s for me! Especially when it involves meeting new people and helping others along the way.
I played baseball at a very high level for years, and loved every second of it, but have since transferred that love to tennis. I play tennis competitively and consider it my top hobby and “first love” when it comes to traditional sports. And more recently, my beautiful wife and I have found a mutual love for competitive West Coast Swing dancing, a sport that combines art and athleticism in a whole new way.
Whether it’s tennis or teaching at my church or mastering new skills like sushi-making, playing guitar, creating digital art, or home improvement – I enjoy a challenge. Here in Arizona, I have incredible access to nature and new experiences, whether it’s outdoor adventure, exploring new places and trying new food and fun activities. My wife and I love living here and love learning new things together!
This love for sports, skills and learning new things is dwarfed only by my passion for helping people – and it’s why I enjoy being an advisor for TCI. Equal parts fiduciary and friend, the role of financial planner fits my personality perfectly. Helping others achieve their goals is what I enjoy most! And working for TCI to help others reach their dreams is everything I could ask for, as they truly put clients before anything. Putting the client first is something other firms might say they do, but only TCI makes it their primary focus and actually delivers on that promise.
My client’s success is what motivates me, and that responsibility matters more to me than anything else. It may sound corny, but it’s true – client trust really is a sacred bond – and I take the gravity of my relationship with my clients very seriously. My mindset is always focused on providing the best possible experience to every client interaction, backed by a methodology driven by research, results and relationship-building.
Quite frankly, I find the world of financial planning fascinating! It’s a perfect fit for me; the ideal combination of research-driven, quantitative analysis and real-life relationship-building. I’m sort of a nerd who has always enjoyed the rigor and research that goes into planning; the quantitative analysis that goes into customizing the right plan for every person.
Financial planning allows me to use both sides of my brain, satisfying both my love of problem solving and my desire to help people. Building trusted, lifelong relationships. Using data and research to drive decisions. Helping educate and engage with clients. Personalizing a plan for success. Seeing success happen and knowing I did everything in my power to exceed every expectation.
The clients I meet, their stories, their lives, their needs – and helping them understand, plan for and achieve their long-term goals – that’s the best part!
Fun Facts
6929 E Greenway Pkwy #150
Scottsdale, AZ 85254
Phone: 480-991-0401
Fax: 480-991-0574
justin.rodriguez@tciwealth.comTake advice from the experts and try not to overcomplicate things. Sometimes it’s best to simply get out of your own way and – when it makes sense – let the experts and automation help out.
Education
Arizona State University
Bachelor of Science in Finance and AccountancyAccreditations, Awards & Accolades
● CFP – Certified Financial Planner™
● Dorrance Scholarship Award Winner
Justin's Picks
Hobbies & INTEREST
Tennis
West Coast Swing Dancing
Outdoors & Nature
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Client ServiceArt Tellez
Client Service, ShareholderAshley Swift, MBA, FPQP™
Operations, ShareholderAubree Jensen, MBA
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Client ServiceBritteny Battle, FPQP™
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Operations, ShareholderCharlie Peck
Operations, ShareholderCheri Bustamante
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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 Best, M.S., CFP®
AdvisorShawn 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, Shareholder6929 E Greenway Pkwy #150
Scottsdale, AZ 85254
Phone: 480-991-0401
Fax: 480-991-0574
justin.rodriguez@tciwealth.com