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Lori Booth-Houle, CPA, CFP®

Advisor, Shareholder

My deepest satisfaction in the wealth management process comes from forming a genuine partnership with clients, because there is far more to their lives than their investments. I want to know my clients’ plans and aspirations for the future, how they came to be where they are in life, and what causes they’re passionate about. Making that personal connection with clients helps me help them succeed in reaching their goals.

Lori Booth-Houle, CPA, CFP®, an advisor and shareholder at TCI Wealth Advisors (“TCI”), earned a BS in accounting, summa cum laude from Johnson State College, Johnson, Vermont. After many years of working as a CPA in public and private accounting, Lori transitioned into wealth management, and became a CERTIFIED FINANCIAL PLANNER® in 2004. In 2009 she co-founded Moss Booth Wealth Advisors and was a shareholder and wealth advisor there. In January 2016, Moss Booth Wealth Advisors joined TCI Wealth Advisors.

Lori is a member of the American Institute of Certified Public Accountants (AICPA) as well as the AICPA’s Personal Financial Planning Section, the Arizona Society of Certified Public Accountants, and the Financial Planning Association.

Lori and her husband, Craig, love the outdoors. They are members of several local nonprofit trail preservation and maintenance groups, often participating in work projects to help build and maintain trail systems in North Phoenix. They are also very actively involved in the Desert Foothills Mountain Bike Association. Lori and Craig enjoy active travel and outdoor activities including hiking, backpacking and mountain biking with friends and family, often accompanied by their adventurous terrier mutt, Matsie.

Get in touch with Lori Booth-Houle, CPA, CFP®

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

Josh Rennie

Client Service

Bentley Sanes

Operations

Debra Painter

Client Service

Ava Clare Cassidy

Operations

Kelly Cox

Operations

Jennifer Botz

Client Service

Justin Rodriguez

Client Service

Amanda Dombrowski

Client Service

Craig Coltharp

Client Service

Roxanne L. Fickett, CTFA, AEP®, AAMS®

Client Service

Vanessa Lee, CPA, CFP®

Client Service

Scott Styrmoe, CPA, CFP®

Advisors, Shareholders

Marshall Riebe

Operations

Gina Klement

Client Service

Rory Barnes

Operations

Shawn Williams

Client Service

Art Tellez

Operations, Shareholders

Ashley Swift, MBA, FPQP™

Client Service

Dawnette Sweet, 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

Jennifer Means, CFP®, FPQP™

Advisors

Kyle Larson

Client Service

Melissa Klemp, FPQP™

Client Service

Aubree Jensen

Operations

Tracy Sanes

Operations

Debbie Hixson, FPQP™

Client Service

Rebecca N. Hebert, CEP®, FPQP™

Client Service

Mary Hardy

Client Service

Nicole Gaudioso, FPQP™

Client Service

Missy Eddy

Operations

Alice DeWitt

Operations

Anita Denton, FPQP™

Client Service

Janelle Chugg, FPQP™

Operations

Liz Claridge, FPQP™

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