Lori Booth-Houle, CPA, CFP®
Liz Polakoff, FPQP™NEXT
Marshall Riebe, FPQP™
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, earned a BS in accounting, summa cum laude from Johnson State College in 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 also volunteer for the McDowell Sonoran Conservancy and the Desert Foothills Mountain Bike Association. Lori and Craig enjoy active travel and outdoor activities including hiking, camping, backpacking and mountain biking with friends and family.
6929 Greenway Parkway, Suite 150
Scottsdale, Arizona 85254
Phone: (480) 991-0401
Fax: (480) firstname.lastname@example.org