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Mike Sullivan, CFA

Advisor, Shareholder

Mike brings 38 years experience providing comprehensive wealth management for high net worth individuals, families, foundations and endowments. Prior to joining TCI, Sullivan was the managing director for Tucson and the regional investment manager for the Western United States for BMO Private Bank.

Mike graduated from the University of Arizona with a bachelor’s degree in Finance and earned the Chartered Financial Analyst (CFA) designation from the CFA Institute. He is a member of the CFA Institute and the Tucson Society of the CFA Institute. Sullivan currently serves as the chair of the investment committee for the Community Foundation for Southern Arizona where he is past chair of the Board of Trustees and is actively involved in the community.

Outside of the office, Mike enjoys spending most his time outdoors cycling, hiking, fishing and horseback riding. Mike and his wife, Laura, recently celebrated their 34th wedding anniversary and have three adult children.

Get in touch with Mike Sullivan, CFA

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

Adam Hicks

Client Service

Addison Adelberg

Client Service

Alice DeWitt

Operations

Anita Denton, FPQP™

Client Service

Art Tellez

Operations, Shareholders

Ashley Swift, MBA, FPQP™

Client Service

Aubree Jensen

Operations

Bentley Sanes

Operations

Bethany Hustin

Client Service

Bill Moss, CPA/PFS RET

Advisors, Shareholders

Catherine Nichols, J.D.

Operations, Shareholders

Chad Lawyer

Client Service

Charlie Peck

Operations

Christina Slater, FPQP™

Client Service

Cody Cassidy

Client Service

Craig Coltharp

Client Service

Dana Sandoval, CFP®

Advisors

David Niichel, CFP®

Advisors, Shareholders

Dawnette Sweet, FPQP™

Client Service

Debbie Hixson, FPQP™

Client Service

Doug Nelson, CPA, PFS

Advisors, Shareholders

Gina Klement

Client Service

Gladys Rice, FPQP™

Client Service

Guy Holman, CFP®

Advisors, Shareholders

Hank Peck, CFP®, AEP®, CPFA

Retirement Plans

Jen Nevenhoven

Operations

Jennifer Botz

Client Service

Jennifer Means, CFP®, FPQP™

Advisors

Joan Padar

Client Service

John Stephens, MD, CFA, CFP®

Advisors, Shareholders

Josh Rennie

Client Service

Justin Rodriguez, CFP®

Client Service

Justin Thomas, CFP®

Advisors, Shareholders

Kelly Cox

Operations

Ken Riebe

Advisors, Shareholders

Kim Peterson, FPQP™

Client Service

Kyle Larson, CFP®

Client Service

Lauren Cerato

Client Service

Lauren Williams

Client Service

Lea Brown, FPQP™

Client Service

Lily Styrmoe

Client Service

Liz Claridge, FPQP™

Operations

Lori Booth-Houle, CPA, CFP®

Advisors, Shareholders

Marc Campbell, CFP®

Advisors, Shareholders

Marshall Riebe, FPQP™

Operations

Mary Hardy, FPQP™

Client Service

Matt Schmack

Client Service

Melissa Klemp, FPQP™

Client Service

Michael Grosso, CFP®

Advisors, Shareholders

Michelle Cornejo

Client Service

Mickey Abeshaus, MD, CFP®

Advisors, Shareholders

Mike Sullivan, CFA

Advisors, Shareholders

Missy Eddy

Operations

Nicole Gaudioso, FPQP™

Client Service

Robert Swift

Advisors, Shareholders

Rory Barnes

Operations

Roxanne L. Fickett, CTFA, AEP®, AAMS®

Client Service

Sam Swift, CFA, CFP®, AIF®

Advisors, Retirement Plans, Shareholders

Sam Van Denburgh, CFP®

Advisors

Scott Bennett

Scott Styrmoe, 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

Toni Bilesimo

Client Service

Tracy Sanes, FPQP™

Operations

Valerie Farris, FPQP™

Client Service, Retirement Plans

Vanessa Lee, CPA, CFP®

Advisors