Sam Swift, CFA, CFP®, AIF®
Advisor, Retirement Plans, Shareholder
Advisor, Retirement Plans, Shareholder
Roxanne L. Fickett, CTFA, AEP®, AAMS®
NEXTSarah Oxford
Having grown up around the business and watching TCI evolve from the kitchen table to what it is today, I have a strong desire to maintain the culture here and ultimately change the industry for the better. I am passionate about working with young professionals to achieve far better financial outcomes and achieve peace of mind.
Sam Swift, CFA, CFP®, AIF® is the Chief Investment Officer (CIO) and the Director of Retirement Plan Services at TCI Wealth Advisors. After earning his Bachelor of Science in Finance from the Eller College of Management at the University of Arizona, Sam joined TCI in 2006 and became a shareholder in 2012. Sam earned the Chartered Financial Analyst designation from CFA Institute in 2010 and became a CFP® professional in 2013.
Sam is a volunteer teacher for the TCI Foundation and he is also the President of the Board of Directors for the Primavera Foundation. Sam and his wife, Veronica, both born and raised in Tucson, are very committed to their family and the improvement of the Tucson community. They enjoy the many activities that the Arizona climate allows for year-round including golf, hiking and swimming with their two young children.
4011 E. Sunrise Dr.
Tucson, Arizona 85718
Phone: (520) 733-1477
Fax: (520) 733-1488
sam.swift@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