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John Stephens, MD, CFA, CFP®

Advisor, Shareholder

My passion is to provide the same professional quality of advice to my clients as I did to my patients. I, and TCI, continue to elevate the Wealth Management role to that of other trusted advisors such as physician, accountant and attorney. I strive to further delineating the current sales style that currently plagues this industry. I truly enjoy helping clients be successful so that they are able to help their extended family and communities.

John Stephens, MD, CFA, CFP®, MBA, a shareholder at TCI Wealth Advisors, focuses on helping clients simplify their financial lives by serving as their consultative advisor. John uses the same academic approach he used while practicing primary care medicine in his daily conversations with his patients. He specializes in helping medical doctors and senior level executives build and maintain wealth, independent from their businesses . For the past five years, John has been named in Medical Economics magazine’s list of the country’s 150 best financial advisors for doctors.

John, his wife and five children live in Tucson. He serves on the TCI Board of Directors, Board of Children’s Clinics for Rehabilitative Services and La Posada Continuing Care Retirement Community. John is active in the local Financial Planning Association (FPA), Chartered Financial Analyst, and National Association of Personal Financial Advisors (NAPFA) chapters, Southern Arizona Estate Planning Council and ZAG Founders. He is also involved with community youth sports and children’s health-care advocacy organizations. John is a sports enthusiast and enjoys horseback riding, cycling, golf and physical fitness. He remains a loyal University of Arizona and Stanford supporter.

 

Get in touch with John Stephens, MD, CFA, CFP®

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

Adam Hicks

Client Service

Addison Adelberg

Client Service

Alice DeWitt

Operations

Anita Denton, FPQP™

Client Service

Art Tellez

Operations, Shareholders

Ashley Swift, MBA, FPQP™

Client Service

Aubree Jensen

Operations

Ava Clare Cassidy

Operations

Bentley Sanes

Operations

Bill Moss, CPA/PFS

Advisors, Shareholders

Catherine Nichols, J.D.

Operations, Shareholders

Chad Lawyer

Client Service

Charlie Peck

Operations

Christina Slater, FPQP™

Client Service

Cody Cassidy

Client Service

Craig Coltharp

Client Service

Dana Sandoval, CFP®

Advisors

David Niichel, CFP®

Advisors, Shareholders

Dawnette Sweet, FPQP™

Client Service

Debbie Hixson, FPQP™

Client Service

Doug Nelson, CPA, PFS

Advisors, Shareholders

Gina Klement

Client Service

Gladys Rice, FPQP™

Client Service

Guy Holman, CFP®

Advisors, Shareholders

Hank Peck, CFP®, AEP®, CPFA

Retirement Plans

Jen Nevenhoven

Operations

Jennifer Botz

Client Service

Jennifer Means, CFP®, FPQP™

Advisors

Joan Padar

Client Service

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

Client Service

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