Mike Sullivan, CFA portrait

Mike Sullivan, CFA

Advisor, Shareholder

Mike Sullivan brings more than 40 years experience providing comprehensive wealth management for high net worth individuals, families, foundations and endowments. Prior to joining TCI, Mike was the managing director for Tucson and the regional investment manager for the Western United States for BMO Private Bank.

Mike graduated from the University of Arizona with a bachelor’s degree in Finance and earned the Chartered Financial Analyst (CFA) designation from the CFA Institute. He is a member of the CFA Institute and the Tucson Society of the CFA Institute. Mike currently serves as the vice chair of the investment committee for the Community Foundation for Southern Arizona where he is a past chair of the Board of Trustees. He is also actively involved in numerous other community projects.

During his free time, Mike enjoys cycling, hiking, fishing and horseback riding around Southern Arizona. Mike and his wife, Laura, recently celebrated their 36th wedding anniversary and have three adult children.

Get in touch with Mike Sullivan, CFA

  • Advisors
  • Client Service
  • Operations
  • Retirement Plans
  • Shareholders

Adam Hicks, CFP®

Advisor, Financial Planning Associate

Addison Adelberg, FPQP™

Advisor, Financial Planning Associate

Adrian Sandoval

Operations

Alice DeWitt

Operations

Andrew Riebe

Client Service

Anita Denton, FPQP™

Client Service

Art Tellez

Operations, Shareholder

Ashley Swift, MBA, FPQP™

Client Service, Shareholder

Aubree Jensen

Operations, Shareholder

Ben Kappler

Operations

Bentley Sanes

Operations

Bethany Hustin

Client Service

Carolina Gillis

Client Service

Catherine Nichols, J.D.

Operations, Shareholder

Charlie Peck

Operations, Shareholder

Christina Slater, FPQP™

Client Service

Cody Cassidy, CFP®

Advisor

Craig Coltharp, FPQP™

Client Service

Dana Sandoval, CFP®

Operations

Danielle Larcom

Operations

Dawnette Sweet, FPQP™, CEP®

Client Service, Shareholder

Debbie Hixson, FPQP™

Client Service, Shareholder

Douglas L. Nelson, CPA, PFS

Advisor, Shareholder

Eden Bailey

Client Service

Gladys Rice, FPQP™

Client Service

Guy Holman, CFP®

Advisor, Shareholder

Jen Nevenhoven

Operations, Shareholder

Jennifer Botz

Client Service

Jennifer Means, CFP®, FPQP™

Advisor, Shareholder

Joan Padar, FPQP™

Client Service

John Stephens, MD, MBA, CFA, CFP®

Advisor, Shareholder

Josh Cohen

Operations

Josh Rennie, CFP®, AIF®

Advisor

Juan Sicco

Operations

Justin Rodriguez, CFP®

Advisor

Justin Thomas, CFP®

Advisor, Shareholder

Kayla Marjanović

Operations

Kelly Cox, FPQP™

Operations

Ken Riebe

Advisor, Shareholder

Kim Peterson, FPQP™

Client Service

Kyle Larson, CFP®

Advisor, Shareholder

Lauren Janky, FPQP™

Client Service

Lauren Williams, CFP®

Advisor

Lily Styrmoe, CFP®, CSRIC™

Advisor

Lisa Reinhardt

Client Service

Lori Booth-Houle, CPA, CFP®

Advisor, Shareholder

Marshall Riebe, FPQP™

Advisor, Financial Planning Associate

Mary Hardy-Means, FPQP™

Client Service

Matt Schmack, MBA

Client Service

Melissa Plenge, FPQP™

Client Service

Michael Grosso, CFP®

Advisor, Shareholder

Mickey Abeshaus, MD, CFP®

Advisor, Shareholder

Mike Sullivan, CFA

Advisor, Shareholder

Miranda Soeder

Client Service

Missy Eddy, MBA

Operations, Shareholder

Nicole Gaudioso, FPQP™

Operations

Rachel McCullough

Advisor, Financial Planning Associate

Robert Swift

Advisor, Shareholder

Rory Barnes

Operations

Roxanne L. Fickett, CTFA, AEP®, AAMS®

Client Service

Ryan Meredith

Operations

Sam Swift, CFA, CFP®, AIF®

Advisor, Retirement Plans, Shareholder

Sarah Oxford

Client Service

Scott Styrmoe, MBA, CPA, CFP®

Advisor, Shareholder

Shane Abeshaus

Operations

Shawn Williams

Client Service

Simone Gehner, LL.M

Operations

Stephanie Sutterley, FPQP™

Client Service

Tammy Morgan, FPQP™

Client Service, Shareholder

Toni Bilesimo, FPQP™

Client Service

Tracy Sanes, FPQP™

Operations

Troy Chrane, CFP®, MSPFP

Advisor, Financial Planning Associate

Valerie Farris, FPQP™

Client Service, Retirement Plans

Vanessa Burke Lee, CPA, CFP®

Advisor

Get in touch with Mike Sullivan, CFA