Meet the Author
Meet the Author
A great investment experience starts with the right knowledge and a candid conversation.
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TCI CEO and Advisor, Sam Swift, CFA, CFP®, AIF®, was quoted in The Arizona Republic on how to stabilize personal finances in times of economic uncertainty. Sam offered advice on paying down debt, emphasizing that it is both a financial and mental relief. View Sam’s article here....
TCI
Apr 17At TCI, we measure success through the positive impact we have on the lives we serve. As Chief Investment Officer, my role is to help deliver an investment experience that gives our clients the greatest odds of success, anchored in long-term planning and rooted in time-tested principles. I’m passi...
Josh Cohen
Apr 14My goal is to help people feel confident navigating the world of finance by making it easier to understand. With proper guidance and education, finances can feel less overwhelming, freeing up more time and energy to focus on what truly matters. I began my career as a CPA in financial audit before sh...
Josh Cohen
Apr 14
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