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 ...
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I am a numbers person. As an internal accountant at TCI, I enjoy it all: analyzing numbers, completing reconciliations… you name it. While I may not interact directly with our clients, I am proud to be a part of a team that helps others reach their financial goals. I’m a Tucson native and en...
I am an eclectic thinker, knowledge seeker and self-proclaimed techy nerd. I thrive on helping people do their best work by providing reliable and dependable support. As a Technology Support Specialist at TCI, I get to use my problem-solving skills to hunt down, analyze and solve issues in an enviro...
I’m passionate about advocating for financial literacy for our youth, building relationships and cheering on the Florida Gators! I graduated from the University of Florida with a degree in Public Relations and worked in wealth management for more than six years. As an operations associate at TCI, ...
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 […]...
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. [...
Josh Cohen, is a Marketing Specialist at TCI Wealth Advisors in our Tucson office. Josh works with all of TCI’s offices to deliver client communications. He graduated from the University of Arizona in 2009 with a Bachelor of Arts in Sociology. Josh enjoys spending time with his wife, Sarah, their ...
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