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...
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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 ...
Ben Kappler is a Portfolio Analyst in our Tucson Office. Ben’s passion for finance began during college when he began investing on his own. After discovering he enjoyed monitoring his investments and making trades, he decided to pursue a master’s degree in finance. Ben received his Bachelor ...
Danielle is a Senior Marketing Specialist at TCI in our Tucson office. Danielle was born and raised in Pittsburgh, Pennsylvania. She attended Western Reserve Academy in Hudson, Ohio and is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University. After graduation, she...
Simone Gehner, LL.M, IACCP® is the Chief Compliance Officer and a Shareholder at TCI Wealth Advisors. Originally from Burnie, Australia, she and her family moved to Tucson from Peoria, Illinois. Simone received a BA in political science and law degree from the University of Tasmania. In 2019, she r...
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, Emma an...
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