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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My passion and foundation for building strong relationships and providing great client service came from spending a large part of my career in the luxury hospitality industry. As a Financial Planning Associate in our Scottsdale location, I’m excited to use that same passion to help clients achieve...
AdvisoryHQ names TCI Wealth Advisors on its 2021 ranking of the 12 Best Financial Advisors in Phoenix & Scottsdale, AZ. This marks the second consecutive year that TCI received this award. “Clients can be sure that the advice they are receiving is the best possible advice for them bas...
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...
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 ...
Ryan Meredith is a Financial Planning Associate based in the Scottsdale office. Ryan is passionate about helping others and for empowering clients to have financial peace of mind. Ryan was born and raised in Burbank, California. He left the Golden State and received his bachelor’s degree in Pu...
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