Connecting with clients and colleagues on a personal level is my specialty, and it is integral to my role as a Client Coordinator at TCI Wealth Advisors. With eleven years of experience in the hospitality industry, I’ve held in various roles, shaping my ability to thrive in dynamic and fast-paced ...
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I’ve always had a passion for helping others, and it’s truly fulfilling to bring that enthusiasm to TCI Wealth Advisors as a Client Coordinator in our Reno office. My professional journey spans 17 years in the medical field. I’ve worn various hats, starting from the front desk, pro...
At the core of my principles lies a fundamental value: an unwavering commitment to continuous self-development, driven by the belief that it enables me to make a more significant and positive impact on others. This principle is embodied in my role as the Director of Advisory Services at TCI Wealth A...
I started with TCI Wealth in 2022 and work behind the scenes in the firm to keep the oars rowing in the same direction. As an Administrative Associate in our Tucson office, I help our team of advisors support TCI clients and make it possible for them to deliver an exceptional experience. In my role,...
My dedication to help others has always been a leading focus and continues as a Relationship Associate at TCI Wealth Advisors. Although I am new to the financial planning industry, I’m not new to helping others. Prior to TCI, I had the privilege to teach and counsel young people. I loved assisting...
As a client coordinator at TCI Wealth Advisors, I get to do what I love most, help others! Drawing on my experience in various client service roles, I am passionate about building positive relationships with our clients in every step of their financial journey. I’m a Flagstaff native and enjoy a...
As a relationship associate, I am responsible for many daily duties that directly enhance our clients’ investment experience. I pride myself on being resourceful and providing personalized service to our clients. While I am originally from California, Tucson has been my home for the majority...
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