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,...
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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...
I have always had a passion for helping others, so, the financial planning industry was the perfect fit. Being able to meet with clients and see how we can make a positive impact on their lives is by far my favorite part of being a Financial Planning Associate at TCI. In this role, I assist [&hellip...
Using my experience in the financial industry and desire to build relationships, I enjoy helping those around me along their path to financial freedom at TCI Wealth Advisors. Bringing balance and structure to your finances are important, however, I believe that education and communication are crucia...
I often get asked, “How does a philosophy major end up in the financial industry?” For me it was an easy transition. I’ve always enjoyed making connections with others and simplifying things to find out what’s important. As an Operations Associate at TCI Wealth Advisors, I use my philosophy ...
Personal finance was a recurring topic during many conversations when I was a coach and consultant to nonprofit leaders. I quickly realized how powerful emotions and behaviors can become when discussing money. This stirred something within me, and I knew I wanted to focus on helping others with thei...
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