Bill Moss, CPA/PFS
Doug Nelson, CPA, PFSNEXT
Guy Holman, CFP®
My love of wealth management helped me to transition my practice away from the tax preparation/consulting world and instead focus 100 percent of my time on what I enjoyed.
Bill Moss, CPA/PFS, is an advisor and shareholder at TCI Wealth Advisors (“TCI”) and earned a Bachelor of Science in Accountancy at Arizona State University, Tempe, Arizona. After 20 years in public accounting, Bill joined a Phoenix-based investment management firm to pursue his professional passion, wealth and investment management. In 2009 he co-founded Moss Booth Wealth Advisors and was a shareholder and wealth advisor. In January 2016, Moss Booth Wealth Advisors joined TCI Wealth Advisors.
Bill is a member of the American Institute of Certified Public Accountants (AICPA), AICPA Personal Financial Planning Section, Arizona Society of Certified Public Accountants and ASU Economic Council.
Bill and his wife live in Carefree, Arizona and are enjoying their empty nester status while their two children pursue their own careers in Oregon and Colorado. Bill and his wife stay healthy and busy by cycling, hiking and yoga.
6929 Greenway Parkway, Suite 150
Scottsdale, Arizona 85254
Phone: (480) 991-0401
Fax: (480) email@example.com