John Stephens, MD, MBA, CFA, CFP® portrait

John Stephens, MD, MBA, CFA, CFP®

Advisor, Shareholder

I simply love seeing others succeed, whether it’s educating clients, exploring customized solutions, or empowering people to help their family and move their communities forward. My passion has always been for helping people, and I truly enjoy advising my clients and, together, achieving their personal definition of success.

As both a primary care physician and wealth advisor at TCI, helping people and a focus on the true measures of success have always been at the heart of everything I do. And blending health, wealth, and happiness has always been of paramount importance to me.

This intersection of these principles and an uncompromising commitment to the purity of “honoring the process” to determine an outcome is why I eagerly transitioned to financial planning two decades ago and no longer practice medicine.

Now I specialize in helping other doctors and senior level executives build and maintain their wealth, independent from their businesses, by providing the same professional quality of financial advice to my clients today as I did for my patients back when I was a physician.

Our investment philosophy at TCI is rooted in the belief that success in life is as much about emotional contentment, personal fulfillment and overall well-being as it is about reaching financial goals. For me personally, success includes staying active by cycling, hiking, or horseback riding, supporting our local community, still coaching youth sports or advocating for children’s health-care, and spending time with my wife and five daughters (and their families) whenever I can, whether it’s planning our next adventure, traveling the world together, or trying new food. That is my definition of success and what motivates me every day at home and at TCI.

Awards

What are your favorite conversations you have with clients?

My favorite and often most meaningful client questions come in the form of “I know this isn’t related to finance but…”. That is my real passion for financial planning. Some of wealth management is about the numbers, but so much more is at the intersection of peace of mind and well-being. I want my clients to be able to come to me with anything that is on their mind that they need a thought partner for.

Awards

What are three fun facts about you?

  1. I am a fourth generation Arizonan. My great grandfather was a Maricopa County Sheriff way back in 1902.
  2. I am an avid reader but one of my favorite books is ‘Being Mortal” Medicine and What Matters in the End’ by Atul Gawande which focuses on how medicine can not only improve life but also the process of its ending.
  3. I am the TCI in-house medical advisor and parenting guru.
pets

Do you have any pets?

Oh yes, we are definitely animal lovers! In fact, we have so many pets that I’ve lost count. Our property sits on a few acres, so we are able to have lots of dogs, cats, chickens, ducks, turtles, and more! Though our house can feel like a zoo sometimes – crazy and chaotic – I wouldn’t change it for anything, our pets are part of the family.

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

John's financial tips

Start funding a Roth IRA as soon as possible. While you don’t get an upfront tax break, your contributions and earnings grow tax-free. And if you’re of the retirement age, ensure that both your kids and your grandkids do it too! Quite simply, it’s one of the smartest money moves a young person can make.

Education

  • Arizona State University

    Arizona State University

    MBA, Business Administration and Management
  • University of Arizona

    University of Arizona

    MD in Medicine
  • Stanford University

    Stanford University

    Bachelor of Science in Biology

Accreditations, Awards & Accolades

Hobbies & INTEREST

Traveling

Traveling

Hiking

Hiking

Animal Lover

Animal Lover

The Latest from John:

Wealth, Health and Happiness

Jan 4

The Triumph of Resilience in a Pandemic

Dec 4

TCI Updates on COVID-19

Mar 19

Camino de Santiago

Jul 2

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

Adam Hicks, CFP®

Financial Planning Associate

Addison Adelberg, FPQP™

Financial Planning Associate

Alice DeWitt

Operations

Anita Denton, FPQP™

Client Service

Art Tellez

Operations, Shareholders

Ashley Swift, MBA, FPQP™

Client Service, Shareholders

Aubree Jensen

Operations, Shareholders

Ben Kappler

Operations

Bentley Sanes

Operations

Bethany Hustin

Client Service

Catherine Nichols, J.D.

Operations, Shareholders

Charlie Peck

Operations, Shareholders

Christina Slater, FPQP™

Client Service

Cody Cassidy, CFP®

Advisors

Craig Coltharp, FPQP™

Client Service

Dana Sandoval, CFP®

Operations

Danielle Larcom

Operations

Dawnette Sweet, FPQP™, CEP®

Client Service, Shareholders

Debbie Hixson, FPQP™

Client Service, Shareholders

Doug Nelson, CPA, PFS

Advisors, Shareholders

Gladys Rice, FPQP™

Client Service

Guy Holman, CFP®

Advisors, Shareholders

Jen Nevenhoven

Operations, Shareholders

Jennifer Botz

Client Service

Jennifer Means, CFP®, FPQP™

Advisors, Shareholders

Joan Padar, FPQP™

Client Service

John Stephens, MD, MBA, CFA, CFP®

Advisors, Shareholders

Josh Cohen

Operations

Josh Rennie, CFP®, AIF®

Advisors

Justin Rodriguez, CFP®

Advisors

Justin Thomas, CFP®

Advisors, Shareholders

Kelly Cox, FPQP™

Operations

Ken Riebe

Advisors, Shareholders

Kim Peterson, FPQP™

Client Service

Kyle Larson, CFP®

Advisors, Shareholders

Lauren Janky, FPQP™

Client Service

Lauren Williams, CFP®

Advisors

Lily Styrmoe, CFP®, CSRIC™

Advisors

Lori Booth-Houle, CPA, CFP®

Advisors, Shareholders

Marshall Riebe, FPQP™

Financial Planning Associate

Mary Hardy-Means, FPQP™

Client Service

Matt Schmack, MBA

Client Service

Melissa Plenge, FPQP™

Client Service

Michael Grosso, CFP®

Advisors, Shareholders

Mickey Abeshaus, MD, CFP®

Advisors, Shareholders

Mike Sullivan, CFA

Advisors, Shareholders

Missy Eddy, MBA

Operations, Shareholders

Nicole Gaudioso, FPQP™

Operations

Rachel McCullough

Financial Planning Associate

Robert Swift

Advisors, Shareholders

Rory Barnes

Operations

Roxanne L. Fickett, CTFA, AEP®, AAMS®

Client Service

Ryan Meredith

Operations

Sam Swift, CFA, CFP®, AIF®

Advisors, Retirement Plans, Shareholders

Sarah Oxford

Client Service

Scott Styrmoe, MBA, CPA, CFP®

Advisors, Shareholders

Shane Abeshaus

Operations

Shawn Williams

Client Service

Simone Gehner, LL.M

Operations

Stephanie Sutterley, FPQP™

Client Service

Tammy Morgan, FPQP™

Client Service, Shareholders

Toni Bilesimo, FPQP™

Client Service

Tracy Sanes, FPQP™

Operations

Troy Chrane, CFP®, MSPFP

Financial Planning Associate

Valerie Farris, FPQP™

Client Service, Retirement Plans

Vanessa Lee, CPA, CFP®

Advisors

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