John Stephens, MD, MBA, CFA, CFP®
Advisor, Shareholder
Advisor, Shareholder
Joan Padar, FPQP™
NEXTJosh Cohen
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 delineate 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, MBA, CFA, CFP®, 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.
4011 E. Sunrise Dr.
Tucson, Arizona 85718
Phone: (520) 733-1477
Fax: (520) 733-1488
john.stephens@tciwealth.comAdam Hicks, FPQP™
Financial Planning AssociateAddison Adelberg, FPQP™
Financial Planning AssociateAlice DeWitt
OperationsAnita Denton, FPQP™
Client ServiceArt Tellez
Operations, ShareholdersAshley Swift, MBA, FPQP™
Client Service, ShareholdersAubree Jensen
Operations, ShareholdersBen Kappler
OperationsBentley Sanes
OperationsBethany Hustin
Client ServiceCatherine Nichols, J.D.
Operations, ShareholdersCharlie Peck
Operations, ShareholdersChristina Slater, FPQP™
Client ServiceCody Cassidy, CFP®
AdvisorsCraig Coltharp, FPQP™
Client ServiceDana Sandoval, CFP®
AdvisorsDanielle Larcom
OperationsDawnette Sweet, FPQP™
Client Service, ShareholdersDebbie Hixson, FPQP™
Client Service, ShareholdersDoug Nelson, CPA, PFS
Advisors, ShareholdersGladys Rice, FPQP™
Client ServiceGuy Holman, CFP®
Advisors, ShareholdersJen Nevenhoven
Operations, ShareholdersJennifer Botz
Client ServiceJennifer Means, CFP®, FPQP™
Advisors, ShareholdersJoan Padar, FPQP™
Client ServiceJohn Stephens, MD, MBA, CFA, CFP®
Advisors, ShareholdersJosh Cohen
OperationsJosh Rennie, CFP®, AIF®
AdvisorsJustin Rodriguez, CFP®
AdvisorsJustin Thomas, CFP®
Advisors, ShareholdersKelly Cox, FPQP™
OperationsKen Riebe
Advisors, ShareholdersKim Peterson, FPQP™
Client ServiceKyle Larson, CFP®
Advisors, ShareholdersLauren Janky, FPQP™
Client ServiceLauren Williams, CFP®
AdvisorsLea Brown, FPQP™
Client ServiceLily Styrmoe, CFP®, CSRIC™
AdvisorsLori Booth-Houle, CPA, CFP®
Advisors, ShareholdersMarshall Riebe, FPQP™
Financial Planning AssociateMary Hardy-Means, FPQP™
Client ServiceMatt Schmack
Client ServiceMelissa Plenge, FPQP™
Client ServiceMichael Grosso, CFP®
Advisors, ShareholdersMickey Abeshaus, MD, CFP®
Advisors, ShareholdersMike Sullivan, CFA
Advisors, ShareholdersMissy Eddy
Operations, ShareholdersNicole Gaudioso, FPQP™
Client ServiceRachel Kerswill
Client ServiceRachel McCullough
Financial Planning AssociateRobert Swift
Advisors, ShareholdersRory Barnes
OperationsRoxanne L. Fickett, CTFA, AEP®, AAMS®
Client ServiceSam Swift, CFA, CFP®, AIF®
Advisors, Retirement Plans, ShareholdersSarah Oxford
Client ServiceScott Styrmoe, MBA, CPA, CFP®
Advisors, ShareholdersShane Abeshaus
OperationsShawn Williams
Client ServiceSimone Gehner, LL.M
OperationsStephanie Sutterley, FPQP™
Client ServiceSteve Glassberg
OperationsTammy Morgan, FPQP™
Client Service, ShareholdersToni Bilesimo, FPQP™
Client ServiceTracy Sanes, FPQP™
OperationsTroy Chrane, CFP®, MSPFP
Financial Planning AssociateValerie Farris, FPQP™
Client Service, Retirement PlansVanessa Lee, CPA, CFP®
Advisors