Bringing others joy is what makes me happiest and I am so fortunate to be able to do just that in my role as Client Coordinator at TCI. I enjoy ensuring our clients have the best possible experience through every step of their financial journey. Whether connecting them to our experienced team to ass...
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I have always been detailed oriented and analytical, which is why I turned to accounting as a degree. As a Trader at TCI, I enjoy using those skills to help our clients reach their financial goals. In my spare time, my favorite things to do are spend time with my wife and two dogs, work […]...
Two of my strongest traits are my discipline and passion to help others. As a relationship associate at TCI, I utilize both to ensure my work is thoughtful and to build strong lasting relationships. In my personal life, my discipline shines as I love to run, practice yoga and lift weights. Or...
I absolutely love connecting and building strong relationships with others. It’s the favorite part of my job! As a self-proclaimed problem solver, I enjoy talking with others, bringing ease to difficult situations and helping people achieve their goals. I’m excited to be a Relationship Ass...
I am a people person. I enjoy everything about cultivating meaningful relationships. My desire to help others is what led me to a career in education. Although I loved helping students find their academic passions, my own need to always keep learning and growing in knowledge led me on a different jo...
Attention to detail, resourceful and creative are a few ways I would describe myself. You can count on me to get the job done and get the job done right. Prior to joining TCI, I worked in the hospitality industry. My dedication to client service has always been a leading focus and continues here at ...
From lending, to banking to wealth management, I have worked in the financial industry for more than 15 years. Here at TCI, I am on the operations side, but it still brings me joy to know I am working for a company that is committed to helping their clients and staff balance wealth and well-being. [...
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