As an Advisor, it’s my role and goal to help you build a better financial life. Growing up, my family didn’t have someone to ask tough financial questions, and that’s why I’m so passionate about what I do today. I strive to be an advocate not only for my own family and friends bu...
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As an Advisor at TCI Wealth Advisors, I bring more than 15 years of experience and a passion for financial planning. I specialize in navigating clients through each stage of their financial lives: Growth and Accumulation, Wealth Preservation, Income Distribution and Legacy Estate Distribution. My go...
I like to joke that I was literally born into the industry because I was born on one of the most historical days in the stock market, Black Monday. There was never a doubt in my mind that this is what I wanted to do and from the time I was a young kid, I […]...
It has been a rough year for the markets, to say the least. After initially touching down about 23% for the year in June, the S&P 500 saw a quick recovery that erased more than half of those losses in just two months. However, the last 4-5 weeks have given up that brief recovery and […]...
My clients always come first. I will work relentlessly hard for them. I am an advocate and am here to help clients accomplish their goals, providing them with flexibility, freedom and financial expertise to add value to their life and help exceed their every goal. I enjoy the financial planning proc...
Cody Cassidy, CFP®, is an advisor and a Shareholder at TCI Wealth Advisors. He works with multiple teams to deliver research/analysis and strategic planning tools for clients. Cody has worked across a number of sectors, both public and private, including politics, health care, higher education and...
I’ve lived in Arizona most of my life and love the mountains, the mix of culture and even the hot weather. Growing up and going to school here has given me a healthy respect for our environment, an appreciation for adventure, and a genuine love for the outdoors; passion I apply to every aspect of ...
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