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Doug Nelson, CPA, PFS

Advisor, Shareholder

From the beginning, I wanted to bring the integrity of the CPA world into the financial planning world. When we say clients come first, we mean it. Every aspect of our firm makes this promise a priority. From client communications to one-on-one contact, we promote and support only options in the best interest of the client.

Douglas L. Nelson, CPA, PFS is an advisor and chairman of TCI Wealth Advisors (”TCI”). Doug has received numerous national recognitions based upon his belief that investment success involves integrating clients’ lifestyle goals with their investment plans. During the last decade, Worth, Barron’s, and Bloomberg Magazine regularly recognized Doug’s work as one of the top, independent financial advisors in the nation.

In 2011, Doug published the book Art, Artists & Money, available at artartistsmoney.com , with the goal of helping creative professionals better understand their financial options as artists. Recently, Doug joined the Board of Directors for the School for Advanced Research in Santa Fe.

Doug spends time with his wife, Brenda, and his family in Reno, Santa Fe and recently moved to Tucson. He is a passionate fly fisherman, including a one-in-a-lifetime fishing expedition on the Amazon, and enjoys tying his own flies. Doug is also an aficionado of craft beer, single-malt whiskeys, and cigars and states that regular exercise keeps his vices under control. He also stays “civilized” as his wife takes him to art galleries, shows and openings.

 

Get in touch with Doug Nelson, CPA, PFS

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Aubree Jensen

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Catherine Nichols, J.D.

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Chad Lawyer

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Charlie Peck

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Christina Slater, FPQP™

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Cody Cassidy

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Craig Coltharp

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Dana Sandoval, CFP®

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David Niichel, CFP®

Advisors, Shareholders

Dawnette Sweet, FPQP™

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Debbie Hixson, FPQP™

Client Service

Doug Nelson, CPA, PFS

Advisors, Shareholders

Gina Klement

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Gladys Rice, FPQP™

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Guy Holman, CFP®

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Hank Peck, CFP®, AEP®, CPFA

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Jen Nevenhoven

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Jennifer Botz

Client Service

Jennifer Means, CFP®, FPQP™

Advisors

Joan Padar

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John Stephens, MD, CFA, CFP®

Advisors, Shareholders

Josh Rennie

Client Service

Justin Rodriguez, CFP®

Client Service

Justin Thomas, CFP®

Advisors, Shareholders

Kelly Cox

Operations

Ken Riebe

Advisors, Shareholders

Kim Peterson, FPQP™

Client Service

Kyle Larson, CFP®

Client Service

Lauren Cerato

Client Service

Lauren Williams

Client Service

Lea Brown, FPQP™

Client Service

Lily Styrmoe

Client Service

Liz Claridge, FPQP™

Operations

Lori Booth-Houle, CPA, CFP®

Advisors, Shareholders

Marc Campbell, CFP®

Advisors, Shareholders

Marshall Riebe, FPQP™

Operations

Mary Hardy, FPQP™

Client Service

Matt Schmack

Client Service

Melissa Klemp, FPQP™

Client Service

Michael Grosso, CFP®

Advisors, Shareholders

Michelle Cornejo

Client Service

Mickey Abeshaus, MD, CFP®

Advisors, Shareholders

Mike Sullivan, CFA

Advisors, Shareholders

Missy Eddy

Operations

Nicole Gaudioso, FPQP™

Client Service

Robert Swift

Advisors, Shareholders

Rory Barnes

Operations

Roxanne L. Fickett, CTFA, AEP®, AAMS®

Client Service

Sam Swift, CFA, CFP®, AIF®

Advisors, Retirement Plans, Shareholders

Sam Van Denburgh, CFP®

Advisors

Scott Bennett

Scott Styrmoe, CPA, CFP®

Advisors, Shareholders

Shane Abeshaus

Operations

Shawn Williams

Client Service

Stephanie Sutterley, FPQP™

Client Service

Tammy Morgan, FPQP™

Client Service

Toni Bilesimo

Client Service

Tracy Sanes, FPQP™

Operations

Valerie Farris, FPQP™

Client Service, Retirement Plans

Vanessa Lee, CPA, CFP®

Advisors