Guy Holman, CFP®
Bill Moss, CPA/PFSNEXT
Michael Grosso, CFP®
Happiness to me professionally is when I solve a client’s financial issue and seeing their general countenance change to where they are relaxed about their finances. I am committed to TCI’s steadfastness of truly caring about client experience, staff and their development and carrying this forward into the future.
Guy Holman, CFP®, an advisor at TCI Wealth Advisors (“TCI”), has been providing financial/investment advice since moving from the audit department to the tax department at Touche Ross and obtaining his CFP® designation in 1988. A CPA since 1985, Guy has integrated tax management principles while managing client portfolios and creating comprehensive financial solutions. He specializes in advice around Incentive Stock Options as well as non-qualified stock options and deferred compensation plans.
Guy is a member of the Foundation Board and Investment Committee for Excelsior Youth Center, a national youth center organization. In addition to raising his young daughter, Guy enjoys hiking, golf, biking, skiing, playing volleyball and healthy cooking.
1228 15th St., Ste. 300
Denver, Colorado 80202
Phone: (303) 296-2196
Fax: (303) firstname.lastname@example.org