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Robert Swift

Advisor, Shareholder

My passion for this industry comes from the direct impact TCI can have on people by helping them understand the interplay between the different aspects of their financial life. It is so exciting to show people, perhaps for the first time, the possibilities that are available to them with good planning and sound investment advice.

Bob Swift founded TCI Wealth Advisors (“TCI”) in 1990 as The Conservative Investor. Bob recognized that individuals desired more information concerning financial planning and investing than they were receiving and they specifically were looking for help on how they could manage their own assets. Over time, these investors started asking Bob to assist them by delegating their portfolio management to him. The Conservative Investor has evolved into TCI Wealth Advisors, a full service wealth consultative firm, and has grown into one of the largest independent Registered Investment Advisory firms in the West.Bob served as the CEO of TCI for 25 years and recently transitioned that role to the next generation of leaders at TCI. He is now able to devote all his time to being an advisor and focusing on his true passions: advising and educating clients and mentoring future leaders of TCI. Bob is committed to making TCI a 100-year firm that will be around for not only our clients and employees today, but for their children and grandchildren in the future.

Bob is passionate about serving clients and educating others about the financial industry, especially those who typically do not have the opportunity to financial guidance. In 2011, Bob launched the ASPIRE by TCI program aimed at providing young professionals with access to sound financial planning and investment management as they start down the path of defining and achieving their financial goals. In 2014, Bob and his wife, Lisa Swift, founded the TCI Foundation, a non-profit that provides financial education and counseling at no charge to individuals who would not typically have access to an unbiased professional financial advisor.

Bob received his Bachelor of Science degree from the University of Kansas, which he attended on a football scholarship. Bob, Lisa and their two grown children, Sam and Jessica, are avid supporters of the University of Arizona and the Tucson community. Bob is very young at heart and enjoys everything that an aging athlete can: tennis, destination golf, hiking, as well as a lot of reading on the treadmill at the gym. He proudly wrote a song for his wife’s 60th birthday.

 

Get in touch with Robert Swift

  • 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

Ava Clare Cassidy

Operations

Bentley Sanes

Operations

Bill Moss, CPA/PFS

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

Client Service

Scott Styrmoe, CPA, CFP®

Advisors, Shareholders

Shane Abeshaus

Operations

Shawn Williams

Client Service

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