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...
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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 ...
I’m a self-proclaimed “data nerd” and have a relentless pursuit to find the best possible outcome for my clients using a holistic, research-driven approach to planning. But for me, being a wealth advisor is as much about client relationships as it is about the results. I’ve always been curio...
Bentley joined TCI in 2017 and runs a tight schedule but can typically be found doing rounds on Thursdays. He enjoys long walks, basking in the sun and eating people food!...
Kelly Cox, FPQP™, is a Senior Operations Associate at TCI Wealth Advisors. She earned her Bachelor of Business degree at Northern Arizona University. Theatrical by nature, you can often find Kelly singing “Show Tunes” in her office! When not at TCI, Kelly enjoys time with her children, Em...
Jennifer Olson is the Client Coordinator Manager at TCI Wealth Advisors. Jennifer earned her Bachelor of Science degree in Marketing at the University of Phoenix. She gives back to her community by volunteering at St. Vincent de Paul, UMOM New Day Center, Benevilla and the Salvation Army. Jennifer...
I love to try new things, master new skills and meet new people. My goal is to embody this every single day and with each conversation and all client interactions. Client-care above anything else. That’s at the forefront of all I do. Life is to be experienced, so I am constantly pushing myse...
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