My dedication to help others has always been a leading focus and continues as a Relationship Associate at TCI Wealth Advisors. Although I am new to the financial planning industry, I’m not new to helping others. Prior to TCI, I had the privilege to teach and counsel young people. I loved assisting...
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Using my experience in the financial industry and desire to build relationships, I enjoy helping those around me along their path to financial freedom at TCI Wealth Advisors. Bringing balance and structure to your finances are important, however, I believe that education and communication are crucia...
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 ...
Being a trusted financial advisor, whose clients consider me a friend is what drives me every day. With more than thirteen years in wealth management and finance, I care deeply about getting to know my clients and helping them reach their short and long-term goals. I most recently served as Vice Pre...
As a relationship associate, I am responsible for many daily duties that directly enhance our clients’ investment experience. I pride myself on being resourceful and providing personalized service to our clients. Although I am originally from California, I’ve called Tucson home for mos...
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...
Build a trusting relationship, gather and assess data, develop a plan, implement the plan, modify as needed – These are the steps to achieving financial goals and not so oddly enough, also the steps to the therapeutic relationship. The intersection of human behavior, emotion and finance is whe...
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