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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

Tanisha Justus, FPQP™

Client Service

Amanda Dombrowski

Client Service

Craig Coltharp

Client Service

Roxanne L. Fickett, CTFA, AEP®, AAMS®

Client Service

Vanessa Lee, CPA, CFP®

Client Service

Vanessa Benjamin

Client Service

Scott Styrmoe, CPA, CFP®

Advisors, Shareholders

Marshall Riebe

Operations

Gina Klement

Operations

Rory Barnes

Operations

Shawn Williams

Client Service

Art Tellez

Operations, Shareholders

Ashley Swift, MBA, FPQP™

Client Service

Stephanie Sutterley, FPQP™

Client Service

Christina Slater, FPQP™

Client Service

Gladys Rice, FPQP™

Client Service

Kim Peterson, FPQP™

Client Service

Charlie Peck

Operations

Valerie Odell, FPQP™

Client Service, Retirement Plans

Catherine Nichols, J.D.

Operations, Shareholders

Jen Nevenhoven

Operations

Tammy Morgan, FPQP™

Client Service

Kyle Larson

Client Service

Aubree Jensen

Operations

Tracy Sanes

Operations

Debbie Hixson, FPQP™

Client Service

Nicole Gaudioso, FPQP™

Client Service

Missy Eddy

Operations

Alice DeWitt

Operations

Anita Denton, FPQP™

Client Service

Janelle Chugg, FPQP™

Operations

Liz Claridge

Operations

Lea Brown, FPQP™

Client Service

Scott Bennett

Client Service

Shane Abeshaus

Operations

Sam Van Denburgh, CFP®

Advisors

Justin Thomas, CFP®

Advisors, Shareholders

Sam Swift, CFA, CFP®, AIF®

Advisors, Retirement Plans, Shareholders

Robert Swift

Advisors, Shareholders

Mike Sullivan, CFA

Advisors, Shareholders

John Stephens, MD, CFA, CFP®

Advisors, Shareholders

Ken Riebe

Advisors, Shareholders

Hank Peck, CFP®, AEP®, CPFA

Advisors, Retirement Plans, Shareholders

David Niichel, CFP®

Advisors, Shareholders

Doug Nelson, CPA, PFS

Advisors, Shareholders

Bill Moss, CPA/PFS

Advisors, Shareholders

Guy Holman, CFP®

Advisors, Shareholders

Michael Grosso, CFP®

Advisors, Shareholders

Marc Campbell, CFP®

Advisors, Shareholders

Lori Booth-Houle, CPA, CFP®

Advisors, Shareholders

Mickey Abeshaus, MD, CFP®

Advisors, Shareholders